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[MIG] partner_state: Migration to 20.0 #154

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0ea6a38
[MIG] partner_state: Migration to 20.0
les-adhoc Oct 19, 2026
3c10f3e
[I18N] partner_state: sync README and translations to 20.0
les-adhoc Oct 19, 2026
647dc7f
[FIX] partner_state: limit read on ir.model.fields to res.partner fields
les-adhoc Oct 19, 2026
3956f19
[FIX] partner_state: keep standard fields in the chatter
ced-adhoc Oct 16, 2026
bc1c2fc
[FIX] partner_state: tracking test also sees fields logged outside th…
les-adhoc Oct 22, 2026
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28 changes: 23 additions & 5 deletions partner_state/README.rst
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Expand Up @@ -14,12 +14,13 @@
Partner State
=============

Add three stats for partners:: 'Potential', 'Pending Approval' and 'Approved'.
Add three states for partners: 'Potential', 'Pending Approval' and 'Approved'.
Some information is required so that a partner can be approved. That
information is configured on: Sales/Settings/Address Book/Partner State fields.
information is configured on: Contacts > Configuration > Partner State Fields.

You can also configure on company if you want to use partner state on that
company or not.
company or not. The state applies to commercial partners (companies and
individuals without a parent company).

Installation
============
Expand All @@ -34,15 +35,32 @@ Configuration
To configure this module, you need to:

#. Set "Use partner state " in the company.
#. Set the field that you required to approve partner in Sale/Configuration/Contact: Partner State Fields.
#. Set the permition to approve to the user.
#. Set the field that you required to approve partner in Contacts > Configuration > Partner State Fields.
#. Set the permition to approve to the user (group "Approve Partners").

Each line of Partner State Fields has these options:

* **Approval?**: the field is required to request the approval.
* **Changes?**: the changes of the field are logged in the chatter. It only
adds fields: the fields that Odoo already tracks are always logged, with or
without a line, and for them this option is checked and can not be unchecked.
* **Track?**: if the field changes on an approved or pending partner, the
partner goes back to Potential. Checking it also checks **Changes?**.
* **Block Edition**: the field can not be edited on an approved or pending
partner.

The fields that Odoo tracks on contacts by default are Name, Email, Phone,
Related Company, Salesperson, Tax ID and Inlined Complete Address, plus Parent
name and Company Name Entity, that follow the name. Other installed modules can
add more fields (for example, ``base_ux`` adds Active).

Usage
=====

To use this module, you need to:

#. In the partner view clik the button to approve, or potencial to approve.
#. From the partner list, use the actions "Request Approval Partners" and "Approve Partners" to process several partners at once.


.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
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6 changes: 3 additions & 3 deletions partner_state/__manifest__.py
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Expand Up @@ -19,7 +19,7 @@
##############################################################################
{
"name": "Partner State",
"version": "19.0.1.0.0",
"version": "20.0.1.0.0",
"category": "Base",
"author": "ADHOC SA, Odoo Community Association (OCA)",
"website": "www.adhoc.com.ar",
Expand All @@ -29,7 +29,7 @@
],
"data": [
"security/partner_state_security.xml",
"security/ir.model.access.csv",
"security/ir.access.csv",
"data/res_company_data.xml",
"data/partner_state_server_data.xml",
"data/res_users_data.xml",
Expand All @@ -38,5 +38,5 @@
"views/res_company_views.xml",
],
"demo": ["demo/res.partner.state_field.csv"],
"installable": False,
"installable": True,
}
128 changes: 123 additions & 5 deletions partner_state/i18n/es.po
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Expand Up @@ -9,8 +9,8 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 19.0+e\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2025-11-06 15:19+0000\n"
"PO-Revision-Date: 2025-12-11 18:10+0000\n"
"POT-Creation-Date: 2026-10-20 16:05+0000\n"
"PO-Revision-Date: 2026-10-20 16:05+0000\n"
"Last-Translator: BAF <[email protected]>\n"
"Language-Team: Spanish <https://translation.dev-adhoc.com/projects/"
"partner-19-0/partner-19-0-partner_state/es/>\n"
Expand All @@ -22,6 +22,108 @@ msgstr ""
" ? 1 : 2);\n"
"X-Generator: Weblate 5.10.4\n"

#. module: partner_state
#: model:ir.module.module,description:base.module_partner_state
msgid ""
".. |company| replace:: ADHOC SA\n"
"\n"
".. |company_logo| image:: https://raw.githubusercontent.com/ingadhoc/maintainer-tools/master/resources/adhoc-logo.png\n"
" :alt: ADHOC SA\n"
" :target: https://www.adhoc.com.ar\n"
"\n"
".. |icon| image:: https://raw.githubusercontent.com/ingadhoc/maintainer-tools/master/resources/adhoc-icon.png\n"
"\n"
".. image:: https://img.shields.io/badge/license-AGPL--3-blue.png\n"
" :target: https://www.gnu.org/licenses/agpl\n"
" :alt: License: AGPL-3\n"
"\n"
"=============\n"
"Partner State\n"
"=============\n"
"\n"
"Add three states for partners: 'Potential', 'Pending Approval' and 'Approved'.\n"
"Some information is required so that a partner can be approved. That\n"
"information is configured on: Contacts > Configuration > Partner State Fields.\n"
"\n"
"You can also configure on company if you want to use partner state on that\n"
"company or not. The state applies to commercial partners (companies and\n"
"individuals without a parent company).\n"
"\n"
"Installation\n"
"============\n"
"\n"
"To install this module, you need to:\n"
"\n"
"#. Just install module.\n"
"\n"
"Configuration\n"
"=============\n"
"\n"
"To configure this module, you need to:\n"
"\n"
"#. Set \"Use partner state \" in the company.\n"
"#. Set the field that you required to approve partner in Contacts > Configuration > Partner State Fields.\n"
"#. Set the permition to approve to the user (group \"Approve Partners\").\n"
"\n"
"Each line of Partner State Fields has these options:\n"
"\n"
"* **Approval?**: the field is required to request the approval.\n"
"* **Changes?**: the changes of the field are logged in the chatter. It only\n"
" adds fields: the fields that Odoo already tracks are always logged, with or\n"
" without a line, and for them this option is checked and can not be unchecked.\n"
"* **Track?**: if the field changes on an approved or pending partner, the\n"
" partner goes back to Potential. Checking it also checks **Changes?**.\n"
"* **Block Edition**: the field can not be edited on an approved or pending\n"
" partner.\n"
"\n"
"The fields that Odoo tracks on contacts by default are Name, Email, Phone,\n"
"Related Company, Salesperson, Tax ID and Inlined Complete Address, plus Parent\n"
"name and Company Name Entity, that follow the name. Other installed modules can\n"
"add more fields (for example, ``base_ux`` adds Active).\n"
"\n"
"Usage\n"
"=====\n"
"\n"
"To use this module, you need to:\n"
"\n"
"#. In the partner view clik the button to approve, or potencial to approve.\n"
"#. From the partner list, use the actions \"Request Approval Partners\" and \"Approve Partners\" to process several partners at once.\n"
"\n"
"\n"
".. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas\n"
" :alt: Try me on Runbot\n"
" :target: http://runbot.adhoc.com.ar/\n"
"\n"
"Bug Tracker\n"
"===========\n"
"\n"
"Bugs are tracked on `GitHub Issues\n"
"<https://github.com/ingadhoc/partner/issues>`_. In case of trouble, please\n"
"check there if your issue has already been reported. If you spotted it first,\n"
"help us smashing it by providing a detailed and welcomed feedback.\n"
"\n"
"\n"
"Credits\n"
"=======\n"
"\n"
"Images\n"
"------\n"
"\n"
"* |company| |icon|\n"
"\n"
"Contributors\n"
"------------\n"
"\n"
"Maintainer\n"
"----------\n"
"\n"
"|company_logo|\n"
"\n"
"This module is maintained by the |company|.\n"
"\n"
"To contribute to this module, please visit https://www.adhoc.com.ar.\n"
msgstr ""

#. module: partner_state
#: model:ir.model.fields,field_description:partner_state.field_res_partner_state_field__approval
msgid "Approval?"
Expand Down Expand Up @@ -51,13 +153,19 @@ msgstr "Bloquear Edición"

#. module: partner_state
#: model:ir.model.fields,field_description:partner_state.field_res_partner_state_field__changes
#: model_terms:ir.ui.view,arch_db:partner_state.view_partner_state_tree_2
msgid "Changes?"
msgstr "Cambios?"

#. module: partner_state
#: model:ir.model.fields,field_description:partner_state.field_res_partner_state_field__chatter_tracking
msgid "Chatter Tracking"
msgstr "Registro en el chatter"

#. module: partner_state
#: model:ir.model,name:partner_state.model_res_company
msgid "Companies"
msgstr "Compañías"
msgid "Company"
msgstr "Empresa"

#. module: partner_state
#: model:ir.model,name:partner_state.model_res_partner
Expand All @@ -79,7 +187,7 @@ msgstr "Creado el"
#: model:ir.model.fields,field_description:partner_state.field_res_partner__display_name
#: model:ir.model.fields,field_description:partner_state.field_res_partner_state_field__display_name
msgid "Display Name"
msgstr "Nombre para mostrar"
msgstr "Nombre en pantalla"

#. module: partner_state
#: model:ir.model.fields,help:partner_state.field_res_partner_state_field__block_edition
Expand All @@ -92,6 +200,11 @@ msgstr ""
msgid "Field"
msgstr "Campo"

#. module: partner_state
#: model:ir.model.fields,help:partner_state.field_res_partner_state_field__chatter_tracking
msgid "Fields with native tracking are always tracked."
msgstr "Los campos con trazabilidad nativa se registran siempre."

#. module: partner_state
#: model:ir.model.fields,field_description:partner_state.field_res_company__id
#: model:ir.model.fields,field_description:partner_state.field_res_partner__id
Expand All @@ -109,6 +222,11 @@ msgstr "Última actualización por"
msgid "Last Updated on"
msgstr "Última actualización en"

#. module: partner_state
#: model:ir.model.fields,field_description:partner_state.field_res_partner_state_field__native_tracking
msgid "Native Tracking"
msgstr "Trazabilidad nativa"

#. module: partner_state
#. odoo-python
#: code:addons/partner_state/models/res_partner.py:0
Expand Down
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