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Initial commit: OCA Technical packages (595 packages)
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Ernad Husremovic
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=======================
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Track record changesets
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=======================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:a0553f512eea126df69773c8a4597af8d63d3427fa46a6bee3090761e8f7b869
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
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:target: https://odoo-community.org/page/development-status
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:alt: Alpha
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--tools-lightgray.png?logo=github
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:target: https://github.com/OCA/server-tools/tree/16.0/base_changeset
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:alt: OCA/server-tools
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/server-tools-16-0/server-tools-16-0-base_changeset
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/server-tools&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module extends the functionality of records. It allows to create
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changesets that must be validated when a record is modified instead of direct
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modifications. Rules allow to configure which field must be validated.
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What is a changeset
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-------------------
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A changeset is a list of changes made on a record.
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Some of the changes may be 'Pending', some 'Accepted' or 'Rejected' according
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to the changeset rules. The 'Pending' changes require an interaction by the
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approver user: only when that change is approved, its value is written on
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the record.
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.. IMPORTANT::
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This is an alpha version, the data model and design can change at any time without warning.
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Only for development or testing purpose, do not use in production.
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`More details on development status <https://odoo-community.org/page/development-status>`_
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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Access Rights
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-------------
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The changesets rules must be edited by users with the group ``Changesets
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Configuration``. The changesets can be applied or canceled only by users
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with the group ``Changesets Validations``
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Changesets Rules
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----------------
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The changesets rules can be configured in ``Configuration >
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Record Changesets > Fields Rules``.
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* Configuration of rules
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.. image:: https://raw.githubusercontent.com/OCA/server-tools/16.0/base_changeset/static/src/img/rules.png
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For each record field, an action can be defined:
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* Auto: the changes made on this field are always applied
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* Validate: the changes made on this field must be manually confirmed by
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a 'Changesets User' user
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* Never: the changes made on this field are always refused
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In any case, all the changes made by the users are always applied
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directly on the users, but a 'validated' changeset is created for the
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history.
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The supported fields are:
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* Char
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* Text
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* Date
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* Datetime
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* Integer
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* Float
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* Monetary
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* Boolean
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* Many2one
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Rules can be global (no source model) or configured by source model.
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Rules by source model have the priority. If a field is not configured
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for the source model, it will use the global rule (if existing).
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If a field has no rule, it is written to the record without changeset.
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Usage
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=====
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Changeset rules
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---------------
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The first step is to configure the changeset rules. Once that done, writes on
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records will be created as changesets.
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Handling changesets
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-------------------
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The list of all the changesets is in ``Configuration > Record
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Changesets > Changesets``.
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By default, only the pending changesets (waiting for validation) are shown.
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Remove the "Pending" filter to show all the changesets.
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* Changeset waiting for validation
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.. image:: https://raw.githubusercontent.com/OCA/server-tools/16.0/base_changeset/static/src/img/changeset.png
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The changes view shows the name of the record's field, the Origin value
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and the New value alongside the state of the change. By clicking on the
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change in some cases a more detailed view is displayed, for instance,
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links for relations can be clicked on.
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A button on a changeset allows to apply or reject all the changes at
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once.
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Handling single changes
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-----------------------
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Accessing the changesets gives the full overview of all the changes made.
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However, it is more convenient to access the single changes directly from the
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records. When there is a pending change for a field you get a badge with the
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number of pending changes next to it like this:
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* Badge with the number of pending changes
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.. image:: https://raw.githubusercontent.com/OCA/server-tools/16.0/base_changeset/static/src/img/badge.png
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When you click on it:
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* Clicking the badge: red button to reject, green one to apply
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.. image:: https://raw.githubusercontent.com/OCA/server-tools/16.0/base_changeset/static/src/img/badge_click.png
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Click the red button to reject the change, click the green one to apply it.
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Custom source rules in your addon
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---------------------------------
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Addons wanting to create changeset with their own rules should pass the
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following keys in the context when they write on the record:
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* ``__changeset_rules_source_model``: name of the model which asks for
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the change
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* ``__changeset_rules_source_id``: id of the record which asks for the
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change
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Also, they should extend the selection in
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``ChangesetFieldRule._domain_source_models`` to add their model (the
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same that is passed in ``__changeset_rules_source_model``).
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The source is used for the application of the rules, allowing to have a
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different rule for a different source. It is also stored on the changeset for
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information.
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Notes on security
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-----------------
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Note that by default, changeset users see all changes on all configured
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rules. This circumvents read restrictions on the original records, so if you
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have restrictions on models with changeset rules, changeset users will still
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see all changes of all records, and applying a change on an inaccessible record
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will fail.
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Known issues / Roadmap
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======================
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* Only a subset of the type of fields is actually supported
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* Multicompany not fully supported
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* The popover widget indicating the number of pending changes is not shown for
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fields without a label at the moment. The approach was already failing in 15.0
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(in the case of inline fields such as the partner address fields)
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and even in 14.0 (in the case of fields for which no value was set yet).
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Or, for a more flexible approach, implement a kind of view preprocessing that
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allows a developer to indicate where the widget needs to go (analogous to
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`<label for="field_name" />`).
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-tools/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/server-tools/issues/new?body=module:%20base_changeset%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Onestein
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* Camptocamp
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Contributors
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~~~~~~~~~~~~
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* Guewen Baconnier <guewen.baconnier@camptocamp.com>
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* Denis Leemann <denis.leemann@camptocamp.com>
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* Yannick Vaucher <yannick.vaucher@camptocamp.com>
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* Dennis Sluijk <d.sluijk@onestein.nl>
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* Andrea Stirpe <a.stirpe@onestein.nl>
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* Holger Brunn <mail@hunki-enterprises.com>
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* Mark Schuit <mark@gig.solutions>
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* Stefan Rijnhart <stefan@opener.amsterdam>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-astirpe| image:: https://github.com/astirpe.png?size=40px
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:target: https://github.com/astirpe
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:alt: astirpe
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-astirpe|
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This module is part of the `OCA/server-tools <https://github.com/OCA/server-tools/tree/16.0/base_changeset>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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