Metadata-Version: 2.1
Name: odoo-addon-partner_tier_validation
Version: 18.0.1.0.0.2
Requires-Python: >=3.10
Requires-Dist: odoo-addon-base_tier_validation==18.0.*
Requires-Dist: odoo-addon-partner_stage==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Support a tier validation process for Contacts
Home-page: https://github.com/OCA/partner-contact
License: AGPL-3
Author: Open Source Integrators, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

=======================
Partner Tier Validation
=======================

.. 
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! source digest: sha256:88d5716b7faaa58f99be747a4e696bf3529607c4e811ef13c99e450802507d7f
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/license-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%2Fpartner--contact-lightgray.png?logo=github
    :target: https://github.com/OCA/partner-contact/tree/18.0/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-18-0/partner-contact-18-0-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/builds?repo=OCA/partner-contact&target_branch=18.0
    :alt: Try me on Runboat

|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.

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:

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:

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.

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 to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_tier_validation%0Aversion:%2018.0%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>
  - Urvisha Desai <udesai@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.

.. |maintainer-dreispt| image:: https://github.com/dreispt.png?size=40px
    :target: https://github.com/dreispt
    :alt: dreispt

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/18.0/partner_tier_validation>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
