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==================== | ||
Base Tier Validation | ||
==================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:a314a0bd0fe0c5f0639ac21d2cf5f66de9d1031487dc4a9bb3bc8692c74457dd | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Mature-brightgreen.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Mature | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--ux-lightgray.png?logo=github | ||
:target: https://github.com/OCA/server-ux/tree/18.0/base_tier_validation | ||
:alt: OCA/server-ux | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/server-ux-18-0/server-ux-18-0-base_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/builds?repo=OCA/server-ux&target_branch=18.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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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. | ||
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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...). | ||
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**Note:** To be able to use this module in a new model you will need | ||
some development. | ||
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See | ||
`purchase_tier_validation <https://github.com/OCA/purchase-workflow>`__ | ||
as an example of implementation. | ||
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Additionally, if your state field is a (stored) computed field, you need | ||
to set ``_tier_validation_state_field_is_computed`` to ``True`` in your | ||
model Python file, and you will want to add the dependent fields of the | ||
compute method in ``_get_after_validation_exceptions`` and | ||
``_get_under_validation_exceptions``. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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To configure this module, you need to: | ||
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1. Go to *Settings > Technical > Tier Validations > Tier Definition*. | ||
2. Create as many tiers as you want for any model having tier validation | ||
functionality. | ||
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**Note:** | ||
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- If check *Notify Reviewers on Creation*, all possible reviewers will | ||
be notified by email when this definition is triggered. | ||
- If check *Notify reviewers on reaching pending* 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. | ||
- If check *Comment*, reviewers can comment after click Validate or | ||
Reject. | ||
- If check *Approve by sequence*, reviewers is forced to review by | ||
specified sequence. | ||
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To configure Tier Validation Exceptions, you need to: | ||
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1. Go to *Settings > Technical > Tier Validations > Tier Validation | ||
Exceptions*. | ||
2. Create as many tiers validation exceptions as you want for any model | ||
having tier validation functionality. | ||
3. Add desired fields to be checked in *Fields*. | ||
4. Add desired groups that can use this Exception in *Groups*. | ||
5. You must check *Write under Validation*, *Write after Validation* or | ||
both. | ||
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**Note:** | ||
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- If you don't create any exception, the Validated record will be | ||
readonly and cannot be modified. | ||
- If check *Write under Validation*, records will be able to be | ||
modified only in the defined fields when the Validation process is | ||
ongoing. | ||
- If check *Write after Validation*, records will be able to be | ||
modified only in the defined fields when the Validation process is | ||
finished. | ||
- If check *Write after Validation* and *Write under Validation*, | ||
records will be able to be modified defined fields always. | ||
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Known issues / Roadmap | ||
====================== | ||
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This is the list of known issues for this module. Any proposal for | ||
improvement will be very valuable. | ||
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- **Issue:** | ||
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When using approve_sequence option in any tier.definition there can | ||
be inconsistencies in the systray notifications. | ||
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**Description:** | ||
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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 **in the database** 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. | ||
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- **Migration to 15.0:** | ||
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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. | ||
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Changelog | ||
========= | ||
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17.0.1.0.0 (2024-01-10) | ||
----------------------- | ||
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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. | ||
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14.0.1.0.0 (2020-11-19) | ||
----------------------- | ||
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Migrated to Odoo 14. | ||
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13.0.1.2.2 (2020-08-30) | ||
----------------------- | ||
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Fixes: | ||
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- When using approve_sequence option in any tier.definition there can | ||
be inconsistencies in the systray notifications | ||
- When using approve_sequence, still not approve only the needed | ||
sequence, but also other sequence for the same approver | ||
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12.0.3.3.1 (2019-12-02) | ||
----------------------- | ||
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Fixes: | ||
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- Show comment on Reviews Table. | ||
- Edit notification with approve_sequence. | ||
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12.0.3.3.0 (2019-11-27) | ||
----------------------- | ||
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New features: | ||
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- Add comment on Reviews Table. | ||
- Approve by sequence. | ||
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12.0.3.2.1 (2019-11-26) | ||
----------------------- | ||
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Fixes: | ||
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- Remove message_subscribe_users | ||
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12.0.3.2.0 (2019-11-25) | ||
----------------------- | ||
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New features: | ||
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- Notify reviewers | ||
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12.0.3.1.0 (2019-07-08) | ||
----------------------- | ||
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Fixes: | ||
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- Singleton error | ||
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12.0.3.0.0 (2019-12-02) | ||
----------------------- | ||
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Fixes: | ||
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- Edit Reviews Table | ||
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12.0.2.1.0 (2019-05-29) | ||
----------------------- | ||
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Fixes: | ||
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- Edit drop-down style width and position | ||
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12.0.2.0.0 (2019-05-28) | ||
----------------------- | ||
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New features: | ||
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- Pass parameters as functions. | ||
- Add Systray. | ||
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12.0.1.0.0 (2019-02-18) | ||
----------------------- | ||
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Migrated to Odoo 12. | ||
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11.0.1.0.0 (2018-05-09) | ||
----------------------- | ||
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Migrated to Odoo 11. | ||
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10.0.1.0.0 (2018-03-26) | ||
----------------------- | ||
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Migrated to Odoo 10. | ||
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9.0.1.0.0 (2017-12-02) | ||
---------------------- | ||
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First version. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-ux/issues>`_. | ||
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 | ||
`feedback <https://github.com/OCA/server-ux/issues/new?body=module:%20base_tier_validation%0Aversion:%2018.0%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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Authors | ||
------- | ||
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* ForgeFlow | ||
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Contributors | ||
------------ | ||
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- Lois Rilo <[email protected]> | ||
- Naglis Jonaitis <[email protected]> | ||
- Adrià Gil Sorribes <[email protected]> | ||
- Pimolnat Suntian <[email protected]> | ||
- Pedro Gonzalez <[email protected]> | ||
- Kitti U. <[email protected]> | ||
- Saran Lim. <[email protected]> | ||
- Carlos Lopez <[email protected]> | ||
- Javier Colmeiro <[email protected]> | ||
- bosd | ||
- Evan Soh <[email protected]> | ||
- Manuel Regidor <[email protected]> | ||
- Eduardo de Miguel <[email protected]> | ||
- `XCG Consulting <https://xcg-consulting.fr>`__: | ||
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- Houzéfa Abbasbhay | ||
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- Stefan Rijnhart <[email protected]> | ||
- Kevin Khao <[email protected]> | ||
- Do Anh Duy <[email protected]> | ||
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Other credits | ||
------------- | ||
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The migration of this module from 17.0 to 18.0 was financially supported | ||
by Camptocamp. | ||
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Maintainers | ||
----------- | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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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.. |maintainer-LoisRForgeFlow| image:: https://github.com/LoisRForgeFlow.png?size=40px | ||
:target: https://github.com/LoisRForgeFlow | ||
:alt: LoisRForgeFlow | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-LoisRForgeFlow| | ||
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This module is part of the `OCA/server-ux <https://github.com/OCA/server-ux/tree/18.0/base_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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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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from . import models | ||
from . import wizard |
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# Copyright 2017-24 ForgeFlow S.L. (https://www.forgeflow.com) | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
{ | ||
"name": "Base Tier Validation", | ||
"summary": "Implement a validation process based on tiers.", | ||
"version": "18.0.1.0.0", | ||
"development_status": "Mature", | ||
"maintainers": ["LoisRForgeFlow"], | ||
"category": "Tools", | ||
"website": "https://github.com/OCA/server-ux", | ||
"author": "ForgeFlow, Odoo Community Association (OCA)", | ||
"license": "AGPL-3", | ||
"application": False, | ||
"installable": True, | ||
"depends": ["mail"], | ||
"data": [ | ||
"data/cron_data.xml", | ||
"data/mail_data.xml", | ||
"security/ir.model.access.csv", | ||
"security/tier_validation_security.xml", | ||
"views/res_config_settings_views.xml", | ||
"views/tier_definition_view.xml", | ||
"views/tier_review_view.xml", | ||
"views/tier_validation_exception_view.xml", | ||
"wizard/comment_wizard_view.xml", | ||
"templates/tier_validation_templates.xml", | ||
], | ||
"assets": { | ||
"web.assets_backend": [ | ||
"base_tier_validation/static/src/components/**/*", | ||
"base_tier_validation/static/src/js/**/*", | ||
], | ||
}, | ||
} |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo noupdate="1"> | ||
<record id="ir_cron_auto_tier_validation" model="ir.cron"> | ||
<field name="name">Send Tier Review Reminder</field> | ||
<field name="interval_number">1</field> | ||
<field name="interval_type">days</field> | ||
<field | ||
name="nextcall" | ||
eval="(datetime.now() + timedelta(minutes=5)).strftime('%Y-%m-%d %H:%M:%S')" | ||
/> | ||
<field name="model_id" ref="model_tier_definition" /> | ||
<field name="code">model._cron_send_review_reminder()</field> | ||
<field name="state">code</field> | ||
</record> | ||
</odoo> |
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