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95 changes: 95 additions & 0 deletions partner_identification_automation_activity/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 Identification Automation Activity
==========================================

..
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!! This file is generated by oca-gen-addon-readme !!
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.. |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_identification_automation_activity
: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_identification_automation_activity
: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 identification automation functionality
by automatically creating mail activities when identification records
transition to the 'to_renew' (pending) status.

Features
========

- Automatically creates a mail activity when an ID record status changes
to 'pending'
- Assigns the activity to the responsible user defined in the category
(or to current user if none)
- Calculates deadline based on renewal lead time settings
- Prevents duplicate activities for the same record
- Optionally creates a mail activity for an initial check when a new
identification record is created.

**Table of contents**

.. contents::
:local:

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_identification_automation_activity%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
-------

* OBS Solutions Netherlands

Contributors
------------

- OBS Solutions Netherlands
- Odoo Community Association (OCA)

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_identification_automation_activity>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 change: 1 addition & 0 deletions partner_identification_automation_activity/__init__.py
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from . import models
23 changes: 23 additions & 0 deletions partner_identification_automation_activity/__manifest__.py
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{
"name": "Partner Identification Automation Activity",
"summary": "Automatically create activities when IDs need renewal",
"version": "19.0.1.0.0",
"category": "Customer Relationship Management",
"license": "AGPL-3",
"author": "OBS Solutions Netherlands, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/partner-contact",
"depends": [
"partner_identification",
"partner_identification_automation",
"mail",
],
"data": [
"security/ir.model.access.csv",
"views/res_partner_id_category_view.xml",
"data/mail_activity_type.xml",
],
"demo": [],
"installable": True,
"auto_install": False,
"application": False,
}
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<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<!-- Define a specific activity type for ID renewal -->
<record id="mail_activity_type_renew_id" model="mail.activity.type">
<field name="name">Renew Identification</field>
<field name="icon">fa-id-card</field>
<field name="delay_count">1</field>
<field name="delay_unit">days</field>
<field name="summary">Renew identification document</field>
</record>

<!-- Define a specific activity type for initial checks -->
<record id="mail_activity_type_initial_check_id" model="mail.activity.type">
<field name="name">Initial Check ID</field>
<field name="icon">fa-id-card</field>
<field name="delay_count">1</field>
<field name="delay_unit">days</field>
<field name="summary">Initial check identification document</field>
</record>
</odoo>
21 changes: 21 additions & 0 deletions partner_identification_automation_activity/i18n/de.po
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_identification_automation_activity
#
msgid ""
msgstr ""
"Content-Type: text/plain; charset=UTF-8\n"
"Language: de\n"
"MIME-Version: 1.0\n"
"Content-Transfer-Encoding: 8bit\n"
"Generated-By: Odoo Server\n"

#. module: partner_identification_automation_activity
#: model:mail.activity.type,name:partner_identification_automation_activity.mail_activity_type_renew_id
msgid "Renew Identification"
msgstr "Identifikation erneuern"

#. module: partner_identification_automation_activity
#: model:mail.activity.type,summary:partner_identification_automation_activity.mail_activity_type_renew_id
msgid "Renew identification document"
msgstr "Identifikationsdokument erneuern"
21 changes: 21 additions & 0 deletions partner_identification_automation_activity/i18n/es.po
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@@ -0,0 +1,21 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_identification_automation_activity
#
msgid ""
msgstr ""
"Content-Type: text/plain; charset=UTF-8\n"
"Language: es\n"
"MIME-Version: 1.0\n"
"Content-Transfer-Encoding: 8bit\n"
"Generated-By: Odoo Server\n"

#. module: partner_identification_automation_activity
#: model:mail.activity.type,name:partner_identification_automation_activity.mail_activity_type_renew_id
msgid "Renew Identification"
msgstr "Renovar identificación"

#. module: partner_identification_automation_activity
#: model:mail.activity.type,summary:partner_identification_automation_activity.mail_activity_type_renew_id
msgid "Renew identification document"
msgstr "Renovar documento de identificación"
21 changes: 21 additions & 0 deletions partner_identification_automation_activity/i18n/fr.po
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@@ -0,0 +1,21 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_identification_automation_activity
#
msgid ""
msgstr ""
"Content-Type: text/plain; charset=UTF-8\n"
"Language: fr\n"
"MIME-Version: 1.0\n"
"Content-Transfer-Encoding: 8bit\n"
"Generated-By: Odoo Server\n"

#. module: partner_identification_automation_activity
#: model:mail.activity.type,name:partner_identification_automation_activity.mail_activity_type_renew_id
msgid "Renew Identification"
msgstr "Renouveler l'identifiant"

#. module: partner_identification_automation_activity
#: model:mail.activity.type,summary:partner_identification_automation_activity.mail_activity_type_renew_id
msgid "Renew identification document"
msgstr "Renouveler le document d'identité"
21 changes: 21 additions & 0 deletions partner_identification_automation_activity/i18n/it.po
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@@ -0,0 +1,21 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_identification_automation_activity
#
msgid ""
msgstr ""
"Content-Type: text/plain; charset=UTF-8\n"
"Language: it\n"
"MIME-Version: 1.0\n"
"Content-Transfer-Encoding: 8bit\n"
"Generated-By: Odoo Server\n"

#. module: partner_identification_automation_activity
#: model:mail.activity.type,name:partner_identification_automation_activity.mail_activity_type_renew_id
msgid "Renew Identification"
msgstr "Rinnova identificazione"

#. module: partner_identification_automation_activity
#: model:mail.activity.type,summary:partner_identification_automation_activity.mail_activity_type_renew_id
msgid "Renew identification document"
msgstr "Rinnova documento di identificazione"
21 changes: 21 additions & 0 deletions partner_identification_automation_activity/i18n/nl.po
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@@ -0,0 +1,21 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_identification_automation_activity
#
msgid ""
msgstr ""
"Content-Type: text/plain; charset=UTF-8\n"
"Language: nl\n"
"MIME-Version: 1.0\n"
"Content-Transfer-Encoding: 8bit\n"
"Generated-By: Odoo Server\n"

#. module: partner_identification_automation_activity
#: model:mail.activity.type,name:partner_identification_automation_activity.mail_activity_type_renew_id
msgid "Renew Identification"
msgstr "Identificatie vernieuwen"

#. module: partner_identification_automation_activity
#: model:mail.activity.type,summary:partner_identification_automation_activity.mail_activity_type_renew_id
msgid "Renew identification document"
msgstr "Identificatiedocument vernieuwen"
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@@ -0,0 +1,21 @@
# Translation of Odoo Server.
# This file contains the translation templates of Odoo Server.
# You should generate this file from the server using the "export" function of the Translation menu.
#
msgid ""
msgstr ""
"Content-Type: text/plain; charset=UTF-8\n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Transfer-Encoding: \n"
"Generated-By: Odoo Server\n"

#. module: partner_identification_automation_activity
#: model:mail.activity.type,name:partner_identification_automation_activity.mail_activity_type_renew_id
msgid "Renew Identification"
msgstr ""

#. module: partner_identification_automation_activity
#: model:mail.activity.type,summary:partner_identification_automation_activity.mail_activity_type_renew_id
msgid "Renew identification document"
msgstr ""
2 changes: 2 additions & 0 deletions partner_identification_automation_activity/models/__init__.py
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from . import res_partner_id_category
from . import res_partner_identification
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from odoo import fields, models


class ResPartnerIdCategory(models.Model):
_inherit = "res.partner.id_category"

create_activity_on_new = fields.Boolean(
string="Create Activity on New",
default=False,
help="Enable to create an activity when a new identification record is created",
)

responsible_user_id = fields.Many2one(
comodel_name="res.users",
string="Responsible User",
help=(
"Responsible user for handling activities for "
"this category of identification records"
),
)

initial_activity_type_id = fields.Many2one(
comodel_name="mail.activity.type",
string="Initial Check Activity Type",
help="Activity type to use for initial check activities",
)

renew_activity_type_id = fields.Many2one(
comodel_name="mail.activity.type",
string="Renewal Activity Type",
help="Activity type to use for renewal activities",
)
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