Support a tier validation process for Contacts
Project description
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
Installation
This module depends on base_tier_validation. You can find it at 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:
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.
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.
The Approve/Reject actions do not automatically change the State. This could be a future improvement.
Bug Tracker
Bugs are tracked on GitHub 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.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
-
Antonio Yamuta <ayamuta@opensourceintegrators.com>
Daniel Reis <dreis@opensourceintegrators.com>
Urvisha Desai <udesai@opensourceintegrators.com>
Maintainers
This module is maintained by the OCA.
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.
Current maintainer:
This module is part of the OCA/partner-contact project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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