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[MIG]pos_customer_required_fields: Migration to 16.0
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======================================== | ||
Point Of Sale - Customer required fields | ||
======================================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:5e1195e22d1cb20ca6b0ced42d6ae852966f3e8817a742d5e9c193708fd1b3ef | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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/licence-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%2Fpos-lightgray.png?logo=github | ||
:target: https://github.com/OCA/pos/tree/16.0/pos_customer_required_fields | ||
:alt: OCA/pos | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/pos-16-0/pos-16-0-pos_customer_required_fields | ||
: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/pos&target_branch=16.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module enforce users to properly define customer fields | ||
created from point of sale or used in pos order. | ||
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From PoS config you will be able to define required fields. | ||
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||
Using this module without `pos_customer_required` module you are | ||
still able to create PoS order without customer. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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To define customer required field on PoS UI: | ||
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#. Go to any PoS configuration *Point of Sale > Configuration > Point of Sale*. | ||
#. Edit Partner required fields. | ||
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.. warning:: | ||
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Make sure to choose only `res.partner`'s fields present on the PoS UI. | ||
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Usage | ||
===== | ||
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To create or edit partner from PoS | ||
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#. Open PoS session | ||
#. Click on client button | ||
#. required filed are highlight (in green) | ||
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||
.. figure:: https://raw.githubusercontent.com/OCA/pos/16.0/pos_customer_required_fields/static/description/pos_edit_customer.png | ||
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If you choose an existing partner with missing informations | ||
while validating the payment you will be ask to collect missing | ||
customer informations. | ||
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.. figure:: https://raw.githubusercontent.com/OCA/pos/16.0/pos_customer_required_fields/static/description/pos_customer_missing_fields.png | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/pos/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/pos/issues/new?body=module:%20pos_customer_required_fields%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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Authors | ||
~~~~~~~ | ||
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* Pierre Verkest | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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`Moka Tourisme <https://www.mokatourisme.fr>`_ | ||
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* Pierre Verkest <[email protected]> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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.. |maintainer-petrus-v| image:: https://github.com/petrus-v.png?size=40px | ||
:target: https://github.com/petrus-v | ||
:alt: petrus-v | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-petrus-v| | ||
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This module is part of the `OCA/pos <https://github.com/OCA/pos/tree/16.0/pos_customer_required_fields>`_ 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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# Copyright 2022 Moka Tourisme (https://www.mokatourisme.fr). | ||
# @author Pierre Verkest <[email protected]> | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
from . import models |
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# Copyright 2022 Moka Tourisme (https://www.mokatourisme.fr). | ||
# @author Pierre Verkest <[email protected]> | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
{ | ||
"name": "Point Of Sale - Customer required fields", | ||
"summary": "Define customer required field used in PoS order.", | ||
"version": "16.0.1.0.0", | ||
"category": "Point of Sale", | ||
"author": "Pierre Verkest, Odoo Community Association (OCA)", | ||
"website": "https://github.com/OCA/pos", | ||
"license": "AGPL-3", | ||
"maintainers": [ | ||
"petrus-v", | ||
], | ||
"depends": [ | ||
"point_of_sale", | ||
"base", | ||
"base_setup", | ||
], | ||
"data": [ | ||
"views/view_pos_config.xml", | ||
], | ||
"assets": { | ||
"point_of_sale.assets": [ | ||
"pos_customer_required_fields/static/src/xml/PartnerDetailsEdit.xml", | ||
"pos_customer_required_fields/static/src/js/PartnerDetailsEdit.js", | ||
"pos_customer_required_fields/static/src/css/pos.css", | ||
] | ||
}, | ||
"demo": [], | ||
"installable": True, | ||
} |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * pos_customer_required_fields | ||
# | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 16.0\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"POT-Creation-Date: 2024-10-01 11:34+0000\n" | ||
"PO-Revision-Date: 2024-10-01 11:34+0000\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" | ||
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#. module: pos_customer_required_fields | ||
#: model:ir.model,name:pos_customer_required_fields.model_res_config_settings | ||
msgid "Config Settings" | ||
msgstr "Paramètres de configuration" | ||
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#. module: pos_customer_required_fields | ||
#: model:ir.model,name:pos_customer_required_fields.model_res_partner | ||
msgid "Contact" | ||
msgstr "" | ||
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#. module: pos_customer_required_fields | ||
#. odoo-python | ||
#: code:addons/pos_customer_required_fields/models/res_partner.py:0 | ||
#, python-format | ||
msgid "Following required field(s) is/are not set: %s." | ||
msgstr "Le(s) champ(s) requis suivant n'est/ne sont pas renseigné(s) : %s." | ||
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#. module: pos_customer_required_fields | ||
#: model:ir.model.fields,help:pos_customer_required_fields.field_pos_config__res_partner_required_fields_ids | ||
#: model:ir.model.fields,help:pos_customer_required_fields.field_res_config_settings__pos_res_partner_required_fields_ids | ||
msgid "" | ||
"List of fields that are required while creating or updating a res partner " | ||
"from the point of sale." | ||
msgstr "" | ||
"Champs obligatoire lors de la création/modification d'un contact depuis le " | ||
"point de vente (choisir uniquement parmis les champs disponible dans " | ||
"l'interface)." | ||
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#. module: pos_customer_required_fields | ||
#: model:ir.model.fields,field_description:pos_customer_required_fields.field_pos_config__res_partner_required_fields_ids | ||
#: model:ir.model.fields,field_description:pos_customer_required_fields.field_res_config_settings__pos_res_partner_required_fields_ids | ||
#: model_terms:ir.ui.view,arch_db:pos_customer_required_fields.pos_config_view_form | ||
msgid "Partner required fields" | ||
msgstr "Contact (client): champs requis" | ||
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#. module: pos_customer_required_fields | ||
#: model:ir.model.fields,field_description:pos_customer_required_fields.field_pos_config__res_partner_required_fields_names | ||
#: model:ir.model.fields,field_description:pos_customer_required_fields.field_res_config_settings__pos_res_partner_required_fields_names | ||
msgid "Partner required fields names" | ||
msgstr "Nom technique des champs requis" | ||
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#. module: pos_customer_required_fields | ||
#: model:ir.model,name:pos_customer_required_fields.model_pos_config | ||
msgid "Point of Sale Configuration" | ||
msgstr "Paramétrage du point de vente" | ||
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#. module: pos_customer_required_fields | ||
#: model:ir.model.fields,help:pos_customer_required_fields.field_pos_config__res_partner_required_fields_names | ||
#: model:ir.model.fields,help:pos_customer_required_fields.field_res_config_settings__pos_res_partner_required_fields_names | ||
msgid "Technical fields to avoid adding ir.model.fields in pos model" | ||
msgstr "Champ technique utilisé dans l'interface du point de vente" | ||
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#. module: pos_customer_required_fields | ||
#: model_terms:ir.ui.view,arch_db:pos_customer_required_fields.pos_config_view_form | ||
msgid "" | ||
"This ensure following fields are set in partner while\n" | ||
" creating from the pos order.\n" | ||
"\n" | ||
" Also if user pick an existing partner created in the\n" | ||
" backend without that field, user will be prompt to\n" | ||
" add that information." | ||
msgstr "" | ||
"Permet de verifier que l'ensemble des champs suivant sont définis sur les " | ||
"clients des commandes de point de vente ainsi qu'à l'édition ou création des" | ||
" clients depuis le point de vente." |
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# from . import res_partner | ||
from . import res_config_settings | ||
from . import pos_config | ||
from . import res_partner |
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# Copyright 2022 Moka Tourisme (https://www.mokatourisme.fr). | ||
# @author Pierre Verkest <[email protected]> | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
from odoo import api, fields, models | ||
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class PosConfig(models.Model): | ||
_inherit = "pos.config" | ||
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res_partner_required_fields_ids = fields.Many2many( | ||
"ir.model.fields", | ||
string="Partner required fields", | ||
domain=[("model", "=", "res.partner")], | ||
help=( | ||
"List of fields that are required while creating " | ||
"or updating a res partner from the point of sale." | ||
), | ||
) | ||
res_partner_required_fields_names = fields.Char( | ||
string="Partner required fields names", | ||
compute="_compute_res_partner_required_fields_names", | ||
help="Technical fields to avoid adding ir.model.fields in pos model", | ||
store=True, | ||
) | ||
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@api.depends("res_partner_required_fields_ids") | ||
def _compute_res_partner_required_fields_names(self): | ||
for config in self: | ||
config.res_partner_required_fields_names = ",".join( | ||
config.res_partner_required_fields_ids.mapped("name") | ||
) |
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19
pos_customer_required_fields/models/res_config_settings.py
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# Copyright 2022 Moka Tourisme (https://www.mokatourisme.fr). | ||
# @author Pierre Verkest <[email protected]> | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
from odoo import fields, models | ||
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class ResConfigSettings(models.TransientModel): | ||
_inherit = "res.config.settings" | ||
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pos_res_partner_required_fields_ids = fields.Many2many( | ||
related="pos_config_id.res_partner_required_fields_ids", | ||
string="Partner required fields", | ||
readonly=False, | ||
) | ||
pos_res_partner_required_fields_names = fields.Char( | ||
related="pos_config_id.res_partner_required_fields_names", | ||
string="Partner required fields names", | ||
readonly=False, | ||
) |
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# Copyright 2022 Moka Tourisme (https://www.mokatourisme.fr). | ||
# @author Pierre Verkest <[email protected]> | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
from odoo import _, api, models | ||
from odoo.exceptions import ValidationError | ||
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class ResPartner(models.Model): | ||
_inherit = "res.partner" | ||
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@api.model | ||
def create_from_ui(self, partner_data): | ||
"""Ensure all fields required pos session fields to be set.""" | ||
pos_config_id = partner_data.pop("pos_config_id") | ||
partner_id = super().create_from_ui(partner_data) | ||
partner = self.browse(partner_id) | ||
pos_config = self.env["pos.config"].browse(int(pos_config_id)) | ||
missing_fields = [] | ||
for field in pos_config.res_partner_required_fields_ids: | ||
if not getattr(partner, field.name): | ||
missing_fields.append(field.field_description) | ||
if missing_fields: | ||
raise ValidationError( | ||
_("Following required field(s) is/are not set: %s.") | ||
% ", ".join(missing_fields) | ||
) | ||
return partner_id |
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@@ -0,0 +1,8 @@ | ||
To define customer required field on PoS UI: | ||
|
||
#. Go to any PoS configuration *Point of Sale > Configuration > Point of Sale*. | ||
#. Edit Partner required fields. | ||
|
||
.. warning:: | ||
|
||
Make sure to choose only `res.partner`'s fields present on the PoS UI. |
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`Moka Tourisme <https://www.mokatourisme.fr>`_ | ||
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* Pierre Verkest <[email protected]> |
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Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,7 @@ | ||
This module enforce users to properly define customer fields | ||
created from point of sale or used in pos order. | ||
|
||
From PoS config you will be able to define required fields. | ||
|
||
Using this module without `pos_customer_required` module you are | ||
still able to create PoS order without customer. |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
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Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,13 @@ | ||
To create or edit partner from PoS | ||
|
||
#. Open PoS session | ||
#. Click on client button | ||
#. required filed are highlight (in green) | ||
|
||
.. figure:: ../static/description/pos_edit_customer.png | ||
|
||
If you choose an existing partner with missing informations | ||
while validating the payment you will be ask to collect missing | ||
customer informations. | ||
|
||
.. figure:: ../static/description/pos_customer_missing_fields.png |
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