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</head>
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||||
<body>
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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. !!
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||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:a0553f512eea126df69773c8a4597af8d63d3427fa46a6bee3090761e8f7b869
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external image-reference" 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 image-reference" 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 image-reference" href="https://github.com/OCA/server-tools/tree/16.0/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 image-reference" href="https://translation.odoo-community.org/projects/server-tools-16-0/server-tools-16-0-base_changeset"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/server-tools&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-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="toc-entry-1">Configuration</a></li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="configuration">
|
||||
<h2><a class="toc-backref" href="#toc-entry-1">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 >
|
||||
Record Changesets > Fields Rules</tt>.</p>
|
||||
<ul>
|
||||
<li><p class="first">Configuration of rules</p>
|
||||
<img alt="https://raw.githubusercontent.com/OCA/server-tools/16.0/base_changeset/static/src/img/rules.png" src="https://raw.githubusercontent.com/OCA/server-tools/16.0/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 > Record
|
||||
Changesets > 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/16.0/base_changeset/static/src/img/changeset.png" src="https://raw.githubusercontent.com/OCA/server-tools/16.0/base_changeset/static/src/img/changeset.png" />
|
||||
</li>
|
||||
</ul>
|
||||
<p>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
|
||||
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/16.0/base_changeset/static/src/img/badge.png" src="https://raw.githubusercontent.com/OCA/server-tools/16.0/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/16.0/base_changeset/static/src/img/badge_click.png" src="https://raw.githubusercontent.com/OCA/server-tools/16.0/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>
|
||||
<div class="section" id="notes-on-security">
|
||||
<h1>Notes on security</h1>
|
||||
<p>Note that by default, changeset users see all changes on all configured
|
||||
rules. This circumvents read restrictions on the original records, so if you
|
||||
have restrictions on models with changeset rules, changeset users will still
|
||||
see all changes of all records, and applying a change on an inaccessible record
|
||||
will fail.</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>
|
||||
<li>The popover widget indicating the number of pending changes is not shown for
|
||||
fields without a label at the moment. The approach was already failing in 15.0
|
||||
(in the case of inline fields such as the partner address fields)
|
||||
and even in 14.0 (in the case of fields for which no value was set yet).
|
||||
Or, for a more flexible approach, implement a kind of view preprocessing that
|
||||
allows a developer to indicate where the widget needs to go (analogous to
|
||||
<cite><label for=”field_name” /></cite>).</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 to smash 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:%2016.0%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 <<a class="reference external" href="mailto:guewen.baconnier@camptocamp.com">guewen.baconnier@camptocamp.com</a>></li>
|
||||
<li>Denis Leemann <<a class="reference external" href="mailto:denis.leemann@camptocamp.com">denis.leemann@camptocamp.com</a>></li>
|
||||
<li>Yannick Vaucher <<a class="reference external" href="mailto:yannick.vaucher@camptocamp.com">yannick.vaucher@camptocamp.com</a>></li>
|
||||
<li>Dennis Sluijk <<a class="reference external" href="mailto:d.sluijk@onestein.nl">d.sluijk@onestein.nl</a>></li>
|
||||
<li>Andrea Stirpe <<a class="reference external" href="mailto:a.stirpe@onestein.nl">a.stirpe@onestein.nl</a>></li>
|
||||
<li>Holger Brunn <<a class="reference external" href="mailto:mail@hunki-enterprises.com">mail@hunki-enterprises.com</a>></li>
|
||||
<li>Mark Schuit <<a class="reference external" href="mailto:mark@gig.solutions">mark@gig.solutions</a>></li>
|
||||
<li>Stefan Rijnhart <<a class="reference external" href="mailto:stefan@opener.amsterdam">stefan@opener.amsterdam</a>></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 image-reference" 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/16.0/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>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
|
|
@ -0,0 +1,53 @@
|
|||
/** @odoo-module */
|
||||
|
||||
import {Component} from "@odoo/owl";
|
||||
import {FormLabel} from "@web/views/form/form_label";
|
||||
import Popover from "web.Popover";
|
||||
|
||||
export class BaseChangesetPopover extends Popover {
|
||||
/*
|
||||
Call the ORM to accept the change and refresh the form view
|
||||
to update the field value.
|
||||
*/
|
||||
async applyChange(change_id) {
|
||||
await this.props.record.model.orm.call(
|
||||
"record.changeset.change",
|
||||
"apply",
|
||||
[[change_id]],
|
||||
{
|
||||
context: {set_change_by_ui: true},
|
||||
}
|
||||
);
|
||||
this._close();
|
||||
// Save the record first to prevent losing unsaved data on load.
|
||||
await this.props.record.save();
|
||||
await this.props.record.load();
|
||||
await this.props.record.model.notify();
|
||||
}
|
||||
/*
|
||||
Call the ORM to reject the change and only update the record's pending changes.
|
||||
*/
|
||||
async rejectChange(change_id) {
|
||||
await this.props.record.model.orm.call(
|
||||
"record.changeset.change",
|
||||
"cancel",
|
||||
[[change_id]],
|
||||
{
|
||||
context: {set_change_by_ui: true},
|
||||
}
|
||||
);
|
||||
this._close();
|
||||
this.props.record.changesetChanges =
|
||||
await this.props.record.fetchChangesetChanges();
|
||||
this.props.record.model.notify();
|
||||
}
|
||||
}
|
||||
BaseChangesetPopover.template = "base_changeset.ChangesetPopover";
|
||||
BaseChangesetPopover.props = ["fieldName", "popoverClass", "record", "title"];
|
||||
|
||||
export class BaseChangesetPopoverWrapper extends Component {}
|
||||
BaseChangesetPopoverWrapper.components = {BaseChangesetPopover};
|
||||
BaseChangesetPopoverWrapper.template = "base_changeset.ChangesetPopoverWrapper";
|
||||
|
||||
FormLabel.components = FormLabel.components || {};
|
||||
Object.assign(FormLabel.components, {BaseChangesetPopoverWrapper});
|
||||
|
|
@ -0,0 +1,6 @@
|
|||
.o_changeset_popover {
|
||||
background-color: $o-view-background-color;
|
||||
}
|
||||
span.o_changeset_popover_wrapper > div {
|
||||
display: inline;
|
||||
}
|
||||
|
|
@ -0,0 +1,70 @@
|
|||
<?xml version="1.0" encoding="UTF-8" ?>
|
||||
<templates xml:space="preserve">
|
||||
<t t-name="base_changeset.ChangesetPopoverWrapper" owl="1">
|
||||
<!--
|
||||
The popover button has to be set to inline display using a wrapper around
|
||||
the inherited Popover template. Otherwise, if instead we modify the top
|
||||
level div element of the Popover template, the component loses its `el`.
|
||||
-->
|
||||
<span class="o_changeset_popover_wrapper">
|
||||
<BaseChangesetPopover
|
||||
record="props.record"
|
||||
fieldName="props.fieldName"
|
||||
title="'Pending Changes'"
|
||||
popoverClass="'o_changeset_popover'"
|
||||
t-if="props.record.changesetChanges ? props.record.changesetChanges[props.fieldName] : 0"
|
||||
/>
|
||||
</span>
|
||||
</t>
|
||||
<t
|
||||
t-name="base_changeset.ChangesetPopover"
|
||||
owl="1"
|
||||
t-inherit="web.Popover"
|
||||
t-inherit-mode="primary"
|
||||
>
|
||||
<t t-portal="'body'" position="before">
|
||||
<a
|
||||
class="o_ChangesetPopoverView badge rounded-pill text-bg-warning mx-3 align-self-center"
|
||||
t-esc="props.record.changesetChanges[props.fieldName].length"
|
||||
role="button"
|
||||
/>
|
||||
</t>
|
||||
<t t-slot="opened" position="replace">
|
||||
<table class="pb-4">
|
||||
<tr
|
||||
t-foreach="props.record.changesetChanges[props.fieldName]"
|
||||
t-as="change"
|
||||
t-key="change.id"
|
||||
>
|
||||
<td>
|
||||
<t t-esc="change.origin_value_display" />
|
||||
</td>
|
||||
<td class="pl-2 pr-2">
|
||||
<i class="fa fa-arrow-right" />
|
||||
</td>
|
||||
<td>
|
||||
<t t-esc="change.new_value_display" />
|
||||
</td>
|
||||
<td class="pl-4" t-if="change.user_can_validate_changeset">
|
||||
<div class="btn-group">
|
||||
<button
|
||||
class="btn btn-danger base_changeset_reject btn-sm"
|
||||
t-attf-data-id="#{change.id}"
|
||||
t-on-click.synthetic="() => this.rejectChange(change.id)"
|
||||
>
|
||||
<i class="fa fa-times" />
|
||||
</button>
|
||||
<button
|
||||
class="btn btn-success base_changeset_apply btn-sm"
|
||||
t-attf-data-id="#{change.id}"
|
||||
t-on-click.synthetic="() => this.applyChange(change.id)"
|
||||
>
|
||||
<i class="fa fa-check" />
|
||||
</button>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
</t>
|
||||
</t>
|
||||
</templates>
|
||||
|
|
@ -0,0 +1,8 @@
|
|||
<?xml version="1.0" encoding="UTF-8" ?>
|
||||
<templates xml:space="preserve">
|
||||
<t t-inherit="web.FormLabel" t-inherit-mode="extension">
|
||||
<xpath expr="//label" position="inside">
|
||||
<BaseChangesetPopoverWrapper record="props.record" fieldName="props.id" />
|
||||
</xpath>
|
||||
</t>
|
||||
</templates>
|
||||
|
|
@ -0,0 +1,31 @@
|
|||
/* @odoo-module */
|
||||
|
||||
import {Record} from "@web/views/basic_relational_model";
|
||||
import {patch} from "@web/core/utils/patch";
|
||||
|
||||
patch(Record.prototype, "base_changeset.Record", {
|
||||
/* Call the ORM to get this record's changeset changes */
|
||||
async fetchChangesetChanges() {
|
||||
return this.model.orm.call(
|
||||
"record.changeset.change",
|
||||
"get_changeset_changes_by_field",
|
||||
[this.resModel, this.resId]
|
||||
);
|
||||
},
|
||||
/* After loading the form's record data, fetch the changeset changes */
|
||||
async load() {
|
||||
await this._super(...arguments);
|
||||
if (this.__viewType === "form" && this.resId) {
|
||||
this.changesetChanges = await this.fetchChangesetChanges();
|
||||
}
|
||||
},
|
||||
/* Call the ORM to get this record's changeset changes after the form is modified */
|
||||
async save() {
|
||||
const isSaved = await this._super(...arguments);
|
||||
if (this.__viewType === "form" && this.resId) {
|
||||
this.changesetChanges = await this.fetchChangesetChanges();
|
||||
this.model.notify();
|
||||
}
|
||||
return isSaved;
|
||||
},
|
||||
});
|
||||
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