[19.0][MIG] partner_stage_only_confirmed

partner_stage_only_confirmed/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+===============================================
+Partner Stage - Display only confirmed partners
+===============================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:6798741b40f265ab2535dc965b0d110aa92306c31190a3fd93a60a9fc2cc6c67
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/license-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%2Fpartner--contact-lightgray.png?logo=github
+    :target: https://github.com/OCA/partner-contact/tree/19.0/partner_stage_only_confirmed
+    :alt: OCA/partner-contact
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/partner-contact-19-0/partner-contact-19-0-partner_stage_only_confirmed
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/partner-contact&target_branch=19.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends the partner stage functionality by implementing a
+filtering mechanism that ensures only confirmed partners are displayed
+in Many2one fields on form views. This is particularly useful in
+business scenarios where you want to prevent users from selecting
+partners that are not yet confirmed in your system.
+
+Problem Solved
+~~~~~~~~~~~~~~
+
+In standard Odoo, when using Many2one fields that reference partners
+(like ``parent_id``, ``contact_id``, etc.), all partners are available
+for selection regardless of their state or confirmation status. This can
+lead to:
+
+-  Selection of partners that are not yet properly validated
+-  Accidental linking to partners that are in draft or unconfirmed
+   states
+-  Data integrity issues when business processes require confirmed
+   partners
+
+Solution
+~~~~~~~~
+
+The module automatically modifies form views at runtime to filter
+partner-related Many2one fields, showing only partners in the
+'confirmed' state. This filtering is configurable via:
+
+-  Context parameters
+-  System configuration parameters
+-  Default behavior that can be overridden as needed
+
+The filtering is applied transparently without requiring manual domain
+updates on individual views, making it a robust solution that works
+across the entire application for any partner-related Many2one field.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Use Cases / Context
+===================
+
+Business Context
+~~~~~~~~~~~~~~~~
+
+Many organizations implement partner lifecycle management where contacts
+move through various stages before being fully confirmed and eligible
+for business transactions. This workflow typically includes:
+
+-  **Draft Stage:** Initial partner entry, possibly pending validation
+-  **Validation Stage:** Partner details being verified
+-  **Confirmed Stage:** Fully validated partner ready for business
+-  **Other Stages:** Potentially archived or suspended partners
+
+Problem Statement
+~~~~~~~~~~~~~~~~~
+
+Without proper filtering mechanisms, users can accidentally select
+unconfirmed partners in critical business operations:
+
+-  Creating sales orders for draft partners
+-  Generating invoices for unverified contacts
+-  Assigning projects to partners not yet confirmed
+-  Linking transactions to partners that may not exist legally
+
+This leads to potential business disruption, data quality issues, and
+compliance problems.
+
+Industry Scenarios
+~~~~~~~~~~~~~~~~~~
+
+Financial Services
+~~~~~~~~~~~~~~~~~~
+
+Banks and financial institutions must ensure that all customer
+references in transactions are to properly verified and confirmed
+clients. This filter prevents linking to customers who may not have
+completed the required KYC (Know Your Customer) processes.
+
+E-commerce and Retail
+~~~~~~~~~~~~~~~~~~~~~
+
+Online retailers often have a customer validation process before
+allowing full purchasing capabilities. This module ensures that business
+transactions only reference validated customers.
+
+Professional Services
+~~~~~~~~~~~~~~~~~~~~~
+
+Consulting firms and professional services often have a client
+onboarding process. This module ensures that only properly onboarded
+clients appear in selection lists for new projects or contracts.
+
+Manufacturing and Supply Chain
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Manufacturers often have supplier qualification processes. The filtering
+ensures that only qualified suppliers appear in procurement operations.
+
+Regulatory Compliance
+~~~~~~~~~~~~~~~~~~~~~
+
+In many jurisdictions, businesses must maintain proper verification of
+their partner relationships. This module supports:
+
+-  **GDPR Compliance:** Ensuring personal data is properly validated
+   before use
+-  **Financial Regulations:** Meeting requirements for customer
+   verification in financial transactions
+-  **Contract Law:** Ensuring legal capacity of contracting partners
+-  **Industry Standards:** Meeting sector-specific requirements for
+   partner validation
+
+Technical Context
+~~~~~~~~~~~~~~~~~
+
+The module addresses the gap between partner state management (handled
+by the ``partner_stage`` module) and user interface behavior. While
+partner states may be properly managed in the backend, the user
+interface previously provided no automatic filtering mechanism.
+
+Integration Considerations
+~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+This module works in conjunction with:
+
+-  The ``partner_stage`` module for state management
+-  Standard Odoo partner management functionality
+-  Custom partner validation workflows
+-  Existing business processes that depend on partner confirmation
+   status
+
+Solution Scope
+~~~~~~~~~~~~~~
+
+The module provides an elegant solution that:
+
+-  Maintains data integrity without restricting functionality
+-  Provides configuration flexibility for different business needs
+-  Integrates seamlessly with existing user interfaces
+-  Supports both global and granular control over the filtering behavior
+
+Usage
+=====
+
+Default Behavior
+~~~~~~~~~~~~~~~~
+
+By default, the module applies the partner filtering automatically to
+all applicable Many2one fields that reference partners. When selecting a
+partner in any form view, only partners in the 'confirmed' state will be
+available.
+
+Configuration Methods
+~~~~~~~~~~~~~~~~~~~~~
+
+The filtering behavior can be controlled in several ways:
+
+1. Context Parameter
+~~~~~~~~~~~~~~~~~~~~
+
+You can disable the filtering for specific views by adding
+``only_confirmed_partners: false`` to the context:
+
+**In views (XML):**
+
+.. code:: xml
+
+   <field name="parent_id" context="{'only_confirmed_partners': false}"/>
+
+**In Python code:**
+
+.. code:: python
+
+   record.with_context(only_confirmed_partners=False).get_view(...)
+
+2. System Configuration Parameter
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+You can set the global filtering behavior using system parameters:
+
+**Enable filtering:**
+
+-  Go to Settings > Technical > Parameters > System Parameters
+-  Create or update parameter: ``partner_stage.only_confirmed_partners``
+-  Set value to any non-false value (e.g., "True", "1", "yes")
+
+**Disable filtering:**
+
+-  Set parameter value to: "False", "false", "0", or empty string
+
+3. Explicit Enable
+~~~~~~~~~~~~~~~~~~
+
+To explicitly enable the filtering globally, set the system parameter to
+any true-like value.
+
+Common Use Cases
+~~~~~~~~~~~~~~~~
+
+Case 1: Sales Orders
+~~~~~~~~~~~~~~~~~~~~
+
+When creating sales orders, ensure that only confirmed customers can be
+selected as the main partner, preventing orders from being created for
+unconfirmed/draft partners.
+
+Case 2: Invoicing
+~~~~~~~~~~~~~~~~~
+
+When creating invoices, ensure that only confirmed partners are
+available as the billing address partner.
+
+Case 3: Project Management
+~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+When assigning projects to contacts, restrict the selection to only
+confirmed partners to maintain data quality.
+
+Technical Implementation
+~~~~~~~~~~~~~~~~~~~~~~~~
+
+The module uses the ``get_view`` method override to dynamically modify
+form view architectures at runtime. This approach ensures that:
+
+-  Existing views don't require modifications
+-  The filtering applies to all partner-related Many2one fields
+-  Performance impact is minimal and only affects form views
+-  The filtering is transparent to end users (they simply see fewer
+   options)
+
+Limitations
+~~~~~~~~~~~
+
+-  The filtering only applies to form views
+-  Only affects Many2one fields with comodel_name "res.partner"
+-  Other view types (tree, search, kanban) are not affected
+-  Context and system parameters provide override mechanisms for
+   exceptions
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/partner-contact/issues>`_.
+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
+`feedback <https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_stage_only_confirmed%0Aversion:%2019.0%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
+=======
+
+Authors
+-------
+
+* Camptocamp
+
+Contributors
+------------
+
+-  Silvio Gregorini <[email protected]>
+-  Maksym Yankin <[email protected]>
+-  Ruchir Shukla <[email protected]>
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+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.
+
+This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/19.0/partner_stage_only_confirmed>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

partner_stage_only_confirmed/__init__.py

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+from . import models

partner_stage_only_confirmed/__manifest__.py

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+# Copyright 2022 Camptocamp SA
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+
+{
+    "name": "Partner Stage - Display only confirmed partners",
+    "summary": "Adds filters on form views to display only confirmed partners",
+    "author": "Odoo Community Association (OCA), Camptocamp",
+    "website": "https://github.com/OCA/partner-contact",
+    "category": "Partner Management",
+    "version": "19.0.1.0.0",
+    "license": "AGPL-3",
+    "depends": ["partner_stage"],
+    "installable": True,
+}

partner_stage_only_confirmed/i18n/it.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* partner_stage_only_confirmed
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 17.0\n"
+"Report-Msgid-Bugs-To: \n"
+"PO-Revision-Date: 2024-05-07 10:38+0000\n"
+"Last-Translator: mymage <[email protected]>\n"
+"Language-Team: none\n"
+"Language: it\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: nplurals=2; plural=n != 1;\n"
+"X-Generator: Weblate 4.17\n"
+
+#. module: partner_stage_only_confirmed
+#: model:ir.model,name:partner_stage_only_confirmed.model_base
+msgid "Base"
+msgstr "Base"

partner_stage_only_confirmed/i18n/partner_stage_only_confirmed.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* partner_stage_only_confirmed
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 17.0\n"
+"Report-Msgid-Bugs-To: \n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: partner_stage_only_confirmed
+#: model:ir.model,name:partner_stage_only_confirmed.model_base
+msgid "Base"
+msgstr ""

partner_stage_only_confirmed/models/__init__.py

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+from . import base