Package: odoo9-addon-partner-changeset
.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html:alt: License: AGPL-3==================Partner Changesets==================This module extends the functionality of partners. It allows to createchangesets that must be validated when a partner is modified instead of directmodifications. Rules allow to configure which field must be validated.Configuration=============Access Rights-------------The changesets rules must be edited by users with the group ``ChangesetsConfiguration``. The changesets can be applied or canceled only by userswith the group ``Changesets Validations``Changesets Rules----------------The changesets rules can be configured in ``Sales > Configuration >Partner Changesets > Fields Rules``. For each partner field, anaction can be defined:* Auto: the changes made on this field are always applied* Validate: the changes made on this field must be manually confirmed bya 'Changesets User' user* Never: the changes made on this field are always refusedIn any case, all the changes made by the users are always applieddirectly on the users, but a 'validated' changeset is created for thehistory.The supported fields are:* Char* Text* Date* Datetime* Integer* Float* Boolean* Many2oneRules can be global (no source model) or configured by source model.Rules by source model have the priority. If a field is not configuredfor the source model, it will use the global rule (if existing).If a field has no rule, it is written to the partner without changeset.Usage=====General case------------The first step is to create the changeset rules, once that done, writes onpartners will be created as changesets.Finding changesets------------------A menu lists all the changesets in ``Sales > Configuration > PartnerChangesets > Changesets``.However, it is more convenient to access them directly from thepartners. Pending changesets can be accessed directly from the top rightof the partners' view.  A new filter on the partners shows the partnershaving at least one pending changeset.Handling changesets-------------------A changeset shows the list of the changes made on a partner. Some of thechanges may be 'Pending', some 'Accepted' or 'Rejected' according to thechangeset rules.  The only changes that need an action from the user are'Pending' changes. When a change is accepted, the value is written onthe user.The changes view shows the name of the partner's field, the Origin valueand the New value alongside the state of the change. By clicking on thechange in some cases a more detailed view is displayed, for instance,links for relations can be clicked on.A button on a changeset allows to apply or reject all the changes atonce.Custom source rules in your addon---------------------------------Addons wanting to create changeset with their own rules should pass thefollowing keys in the context when they write on the partner:* ``__changeset_rules_source_model``: name of the model which asks forthe change* ``__changeset_rules_source_id``: id of the record which asks for thechangeAlso, they should extend the selection in``ChangesetFieldRule._domain_source_models`` to add their model (thesame that is passed in ``__changeset_rules_source_model``).The source is used for the application of the rules, allowing to have adifferent rule for a different source. It is also stored on the changeset forinformation.Screenshot:-----------* Configuration of rules.. image:: partner_changeset/static/src/img/rules.png* Changeset waiting for validation.. image:: partner_changeset/static/src/img/changeset.png.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas:alt: Try me on Runbot:target: https://runbot.odoo-community.org/runbot/134/9.0Known issues / Roadmap======================* Only a subset of the type of fields is actually supportedBug Tracker===========Bugs are tracked on `GitHub Issues<https://github.com/OCA/partner-contact/issues>`_. In case of trouble, pleasecheck there if your issue has already been reported. If you spotted it first,help us smashing it by providing a detailed and welcomed `feedbackCredits=======Images------* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.Contributors------------* Guewen Baconnier <guewen.baconnier@camptocamp.com>* Denis Leemann <denis.leemann@camptocamp.com>Maintainer----------.. image:: https://odoo-community.org/logo.png:alt: Odoo Community Association:target: https://odoo-community.orgThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whosemission is to support the collaborative development of Odoo features andpromote its widespread use.To contribute to this module, please visit https://odoo-community.org.