[UPD] README.rst

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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg =======================
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html Track record changesets
:alt: License: AGPL-3 =======================
================== .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Record Changesets !! This file is generated by oca-gen-addon-readme !!
================== !! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
:target: https://odoo-community.org/page/development-status
:alt: Alpha
.. |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--tools-lightgray.png?logo=github
:target: https://github.com/OCA/server-tools/tree/13.0/base_changeset
:alt: OCA/server-tools
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/server-tools-13-0/server-tools-13-0-base_changeset
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/149/13.0
:alt: Try me on Runbot
|badge1| |badge2| |badge3| |badge4| |badge5|
This module extends the functionality of records. It allows to create This module extends the functionality of records. It allows to create
changesets that must be validated when a record is modified instead of direct changesets that must be validated when a record is modified instead of direct
modifications. Rules allow to configure which field must be validated. modifications. Rules allow to configure which field must be validated.
What is a changeset
-------------------
A changeset is a list of changes made on a record.
Some of the changes may be 'Pending', some 'Accepted' or 'Rejected' according
to the changeset rules. The 'Pending' changes require an interaction by the
approver user: only when that change is approved, its value is written on
the record.
.. IMPORTANT::
This is an alpha version, the data model and design can change at any time without warning.
Only for development or testing purpose, do not use in production.
`More details on development status <https://odoo-community.org/page/development-status>`_
**Table of contents**
.. contents::
:local:
Configuration Configuration
============= =============
@ -23,9 +62,14 @@ with the group ``Changesets Validations``
Changesets Rules Changesets Rules
---------------- ----------------
The changesets rules can be configured in ``Sales > Configuration > The changesets rules can be configured in ``Configuration >
Record Changesets > Fields Rules``. For each record field, an Record Changesets > Fields Rules``.
action can be defined:
* Configuration of rules
.. image:: https://raw.githubusercontent.com/OCA/server-tools/13.0/base_changeset/base_changeset/static/src/img/rules.png
For each record field, an action can be defined:
* Auto: the changes made on this field are always applied * Auto: the changes made on this field are always applied
* Validate: the changes made on this field must be manually confirmed by * Validate: the changes made on this field must be manually confirmed by
@ -44,6 +88,7 @@ The supported fields are:
* Datetime * Datetime
* Integer * Integer
* Float * Float
* Monetary
* Boolean * Boolean
* Many2one * Many2one
@ -56,31 +101,24 @@ If a field has no rule, it is written to the record without changeset.
Usage Usage
===== =====
General case Changeset rules
------------ ---------------
The first step is to create the changeset rules, once that done, writes on The first step is to configure the changeset rules. Once that done, writes on
records will be created as changesets. records will be created as changesets.
Finding changesets
------------------
A menu lists all the changesets in ``Sales > Configuration > Record
Changesets > Changesets``.
However, it is more convenient to access them directly from the
records. Pending changesets can be accessed directly from the top right
of the records' view. A new filter on the records shows the records
having at least one pending changeset.
Handling changesets Handling changesets
------------------- -------------------
A changeset shows the list of the changes made on a record. Some of the The list of all the changesets is in ``Configuration > Record
changes may be 'Pending', some 'Accepted' or 'Rejected' according to the Changesets > Changesets``.
changeset rules. The only changes that need an action from the user are
'Pending' changes. When a change is accepted, the value is written on By default, only the pending changesets (waiting for validation) are shown.
the user. Remove the "Pending" filter to show all the changesets.
* Changeset waiting for validation
.. image:: https://raw.githubusercontent.com/OCA/server-tools/13.0/base_changeset/base_changeset/static/src/img/changeset.png
The changes view shows the name of the record's field, the Origin value The changes view shows the name of the record's field, the Origin value
and the New value alongside the state of the change. By clicking on the and the New value alongside the state of the change. By clicking on the
@ -90,6 +128,27 @@ links for relations can be clicked on.
A button on a changeset allows to apply or reject all the changes at A button on a changeset allows to apply or reject all the changes at
once. once.
Handling single changes
-----------------------
Accessing the changesets gives the full overview of all the changes made.
However, it is more convenient to access the single changes directly from the
records. When there is a pending change for a field you get a badge with the
number of pending changes next to it like this:
* Badge with the number of pending changes
.. image:: https://raw.githubusercontent.com/OCA/server-tools/13.0/base_changeset/base_changeset/static/src/img/badge.png
When you click on it:
* Clicking the badge: red button to reject, green one to apply
.. image:: https://raw.githubusercontent.com/OCA/server-tools/13.0/base_changeset/base_changeset/static/src/img/badge_click.png
Click the red button to reject the change, click the green one to apply it.
Custom source rules in your addon Custom source rules in your addon
--------------------------------- ---------------------------------
@ -109,61 +168,61 @@ The source is used for the application of the rules, allowing to have a
different rule for a different source. It is also stored on the changeset for different rule for a different source. It is also stored on the changeset for
information. information.
Screenshot:
-----------
* Configuration of rules
.. image:: base_changeset/static/src/img/rules.png
* Changeset waiting for validation
.. image:: base_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/134/10.0
Known issues / Roadmap Known issues / Roadmap
====================== ======================
* Only a subset of the type of fields is actually supported * Only a subset of the type of fields is actually supported
* Multicompany not fully supported
Bug Tracker Bug Tracker
=========== ===========
Bugs are tracked on `GitHub Issues Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-tools/issues>`_.
<https://github.com/OCA/record-contact/issues>`_. In case of trouble, please In case of trouble, please check there if your issue has already been reported.
check there if your issue has already been reported. If you spotted it first, If you spotted it first, help us smashing it by providing a detailed and welcomed
help us smashing it by providing a detailed and welcomed feedback `feedback <https://github.com/OCA/server-tools/issues/new?body=module:%20base_changeset%0Aversion:%2013.0%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 Credits
======= =======
Images Authors
------ ~~~~~~~
* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_. * Onestein
* Camptocamp
Contributors Contributors
------------ ~~~~~~~~~~~~
* Guewen Baconnier <guewen.baconnier@camptocamp.com> * Guewen Baconnier <guewen.baconnier@camptocamp.com>
* Denis Leemann <denis.leemann@camptocamp.com> * Denis Leemann <denis.leemann@camptocamp.com>
* Yannick Vaucher <yannick.vaucher@camptocamp.com> * Yannick Vaucher <yannick.vaucher@camptocamp.com>
* Dennis Sluijk <d.sluijk@onestein.nl>
* Andrea Stirpe <a.stirpe@onestein.nl>
Maintainer Maintainers
---------- ~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png .. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association :alt: Odoo Community Association
:target: https://odoo-community.org :target: https://odoo-community.org
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and mission is to support the collaborative development of Odoo features and
promote its widespread use. promote its widespread use.
To contribute to this module, please visit https://odoo-community.org. .. |maintainer-astirpe| image:: https://github.com/astirpe.png?size=40px
:target: https://github.com/astirpe
:alt: astirpe
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-astirpe|
This module is part of the `OCA/server-tools <https://github.com/OCA/server-tools/tree/13.0/base_changeset>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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<div class="document" id="track-record-changesets">
<h1 class="title">Track record changesets</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Alpha" src="https://img.shields.io/badge/maturity-Alpha-red.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/server-tools/tree/13.0/base_changeset"><img alt="OCA/server-tools" src="https://img.shields.io/badge/github-OCA%2Fserver--tools-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/server-tools-13-0/server-tools-13-0-base_changeset"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/149/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module extends the functionality of records. It allows to create
changesets that must be validated when a record is modified instead of direct
modifications. Rules allow to configure which field must be validated.</p>
<div class="section" id="what-is-a-changeset">
<h1>What is a changeset</h1>
<p>A changeset is a list of changes made on a record.</p>
<p>Some of the changes may be Pending, some Accepted or Rejected according
to the changeset rules. The Pending changes require an interaction by the
approver user: only when that change is approved, its value is written on
the record.</p>
<div class="admonition important">
<p class="first admonition-title">Important</p>
<p class="last">This is an alpha version, the data model and design can change at any time without warning.
Only for development or testing purpose, do not use in production.
<a class="reference external" href="https://odoo-community.org/page/development-status">More details on development status</a></p>
</div>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
</ul>
</div>
<div class="section" id="configuration">
<h2><a class="toc-backref" href="#id1">Configuration</a></h2>
</div>
</div>
<div class="section" id="access-rights">
<h1>Access Rights</h1>
<p>The changesets rules must be edited by users with the group <tt class="docutils literal">Changesets
Configuration</tt>. The changesets can be applied or canceled only by users
with the group <tt class="docutils literal">Changesets Validations</tt></p>
</div>
<div class="section" id="changesets-rules">
<h1>Changesets Rules</h1>
<p>The changesets rules can be configured in <tt class="docutils literal">Configuration &gt;
Record Changesets &gt; Fields Rules</tt>.</p>
<ul>
<li><p class="first">Configuration of rules</p>
<img alt="https://raw.githubusercontent.com/OCA/server-tools/13.0/base_changeset/base_changeset/static/src/img/rules.png" src="https://raw.githubusercontent.com/OCA/server-tools/13.0/base_changeset/base_changeset/static/src/img/rules.png" />
</li>
</ul>
<p>For each record field, an action can be defined:</p>
<ul class="simple">
<li>Auto: the changes made on this field are always applied</li>
<li>Validate: the changes made on this field must be manually confirmed by
a Changesets User user</li>
<li>Never: the changes made on this field are always refused</li>
</ul>
<p>In any case, all the changes made by the users are always applied
directly on the users, but a validated changeset is created for the
history.</p>
<p>The supported fields are:</p>
<ul class="simple">
<li>Char</li>
<li>Text</li>
<li>Date</li>
<li>Datetime</li>
<li>Integer</li>
<li>Float</li>
<li>Monetary</li>
<li>Boolean</li>
<li>Many2one</li>
</ul>
<p>Rules can be global (no source model) or configured by source model.
Rules by source model have the priority. If a field is not configured
for the source model, it will use the global rule (if existing).</p>
<p>If a field has no rule, it is written to the record without changeset.</p>
<div class="section" id="usage">
<h2>Usage</h2>
</div>
</div>
<div class="section" id="changeset-rules">
<h1>Changeset rules</h1>
<p>The first step is to configure the changeset rules. Once that done, writes on
records will be created as changesets.</p>
</div>
<div class="section" id="handling-changesets">
<h1>Handling changesets</h1>
<p>The list of all the changesets is in <tt class="docutils literal">Configuration &gt; Record
Changesets &gt; Changesets</tt>.</p>
<p>By default, only the pending changesets (waiting for validation) are shown.
Remove the “Pending” filter to show all the changesets.</p>
<ul>
<li><p class="first">Changeset waiting for validation</p>
<img alt="https://raw.githubusercontent.com/OCA/server-tools/13.0/base_changeset/base_changeset/static/src/img/changeset.png" src="https://raw.githubusercontent.com/OCA/server-tools/13.0/base_changeset/base_changeset/static/src/img/changeset.png" />
</li>
</ul>
<p>The changes view shows the name of the records field, the Origin value
and the New value alongside the state of the change. By clicking on the
change in some cases a more detailed view is displayed, for instance,
links for relations can be clicked on.</p>
<p>A button on a changeset allows to apply or reject all the changes at
once.</p>
</div>
<div class="section" id="handling-single-changes">
<h1>Handling single changes</h1>
<p>Accessing the changesets gives the full overview of all the changes made.
However, it is more convenient to access the single changes directly from the
records. When there is a pending change for a field you get a badge with the
number of pending changes next to it like this:</p>
<ul>
<li><p class="first">Badge with the number of pending changes</p>
<img alt="https://raw.githubusercontent.com/OCA/server-tools/13.0/base_changeset/base_changeset/static/src/img/badge.png" src="https://raw.githubusercontent.com/OCA/server-tools/13.0/base_changeset/base_changeset/static/src/img/badge.png" />
</li>
</ul>
<p>When you click on it:</p>
<ul>
<li><p class="first">Clicking the badge: red button to reject, green one to apply</p>
<img alt="https://raw.githubusercontent.com/OCA/server-tools/13.0/base_changeset/base_changeset/static/src/img/badge_click.png" src="https://raw.githubusercontent.com/OCA/server-tools/13.0/base_changeset/base_changeset/static/src/img/badge_click.png" />
</li>
</ul>
<p>Click the red button to reject the change, click the green one to apply it.</p>
</div>
<div class="section" id="custom-source-rules-in-your-addon">
<h1>Custom source rules in your addon</h1>
<p>Addons wanting to create changeset with their own rules should pass the
following keys in the context when they write on the record:</p>
<ul class="simple">
<li><tt class="docutils literal">__changeset_rules_source_model</tt>: name of the model which asks for
the change</li>
<li><tt class="docutils literal">__changeset_rules_source_id</tt>: id of the record which asks for the
change</li>
</ul>
<p>Also, they should extend the selection in
<tt class="docutils literal">ChangesetFieldRule._domain_source_models</tt> to add their model (the
same that is passed in <tt class="docutils literal">__changeset_rules_source_model</tt>).</p>
<p>The source is used for the application of the rules, allowing to have a
different rule for a different source. It is also stored on the changeset for
information.</p>
<div class="section" id="known-issues-roadmap">
<h2>Known issues / Roadmap</h2>
<ul class="simple">
<li>Only a subset of the type of fields is actually supported</li>
<li>Multicompany not fully supported</li>
</ul>
</div>
<div class="section" id="bug-tracker">
<h2>Bug Tracker</h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-tools/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/server-tools/issues/new?body=module:%20base_changeset%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h2>Credits</h2>
<div class="section" id="authors">
<h3>Authors</h3>
<ul class="simple">
<li>Onestein</li>
<li>Camptocamp</li>
</ul>
</div>
<div class="section" id="contributors">
<h3>Contributors</h3>
<ul class="simple">
<li>Guewen Baconnier &lt;<a class="reference external" href="mailto:guewen.baconnier&#64;camptocamp.com">guewen.baconnier&#64;camptocamp.com</a>&gt;</li>
<li>Denis Leemann &lt;<a class="reference external" href="mailto:denis.leemann&#64;camptocamp.com">denis.leemann&#64;camptocamp.com</a>&gt;</li>
<li>Yannick Vaucher &lt;<a class="reference external" href="mailto:yannick.vaucher&#64;camptocamp.com">yannick.vaucher&#64;camptocamp.com</a>&gt;</li>
<li>Dennis Sluijk &lt;<a class="reference external" href="mailto:d.sluijk&#64;onestein.nl">d.sluijk&#64;onestein.nl</a>&gt;</li>
<li>Andrea Stirpe &lt;<a class="reference external" href="mailto:a.stirpe&#64;onestein.nl">a.stirpe&#64;onestein.nl</a>&gt;</li>
</ul>
</div>
<div class="section" id="maintainers">
<h3>Maintainers</h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/astirpe"><img alt="astirpe" src="https://github.com/astirpe.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-tools/tree/13.0/base_changeset">OCA/server-tools</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
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