Merge PR #590 into 17.0

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OCA · Oct 14, 2024 · 964360f · 964360f
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diff --git a/mgmtsystem_audit/README.rst b/mgmtsystem_audit/README.rst
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+=========================
+Management System - Audit
+=========================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:cb433d7d2b35909ce2a8872c492928e212f1ed536efa18294f937e5af247fc37
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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%2Fmanagement--system-lightgray.png?logo=github
+    :target: https://github.com/OCA/management-system/tree/16.0/mgmtsystem_audit
+    :alt: OCA/management-system
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/management-system-16-0/management-system-16-0-mgmtsystem_audit
+    :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/management-system&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module was written to manage audits and verifications lists of your management system.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+Users must be added to the appropriate groups within Odoo as follows:
+
+* Creators: Settings > Users > Groups > Management System / User
+* Responsible Persons: Settings > Users > Groups > Management System / Approving User
+
+Usage
+=====
+
+To use this module, you need to:
+
+* go to Management Systems > Audits
+* create a new audit
+* fill up its name, its auditors and schedule the date
+* prepare your questions with the verification list and print it
+* drive the audit and log answers in your verification list
+* finish your audit by writing the strong points, points to improve and creating improvements opportunities and nonconformities
+* print the audit report and close the audit
+
+For further information, please visit:
+
+* http://fr.slideshare.net/max3903/iso-anmanagement-systemswithopenerpen
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/management-system/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/management-system/issues/new?body=module:%20mgmtsystem_audit%0Aversion:%2016.0%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
+~~~~~~~
+
+* Savoir-faire Linux
+
+Contributors
+~~~~~~~~~~~~
+
+* Daniel Reis <[email protected]>
+* Joao Alfredo Gama Batista <[email protected]>
+* Maxime Chambreuil <[email protected]>
+* Sandy Carter <[email protected]>
+* Virgil Dupras <[email protected]>
+* Loïc lacroix <[email protected]>
+* Gervais Naoussi <[email protected]>
+* Luk Vermeylen <[email protected]>
+* Maxime Chambreuil <[email protected]>
+* Eugen Don <[email protected]>
+* `Tecnativa <https://www.tecnativa.com>`_:
+
+  * Ernesto Tejeda
+
+* `Guadaltech <https://www.guadaltech.es>`_:
+
+  * Fernando La Chica
+* Yvan Dotet <[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/management-system <https://github.com/OCA/management-system/tree/16.0/mgmtsystem_audit>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
diff --git a/mgmtsystem_audit/__init__.py b/mgmtsystem_audit/__init__.py
@@ -0,0 +1,6 @@
+# Copyright (C) 2010 Savoir-faire Linux (<http://www.savoirfairelinux.com>).
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+
+from . import models
+from . import wizard
diff --git a/mgmtsystem_audit/__manifest__.py b/mgmtsystem_audit/__manifest__.py
@@ -0,0 +1,25 @@
+# Copyright (C) 2010 Savoir-faire Linux (<http://www.savoirfairelinux.com>).
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+{
+    "name": "Management System - Audit",
+    "version": "17.0.1.0.0",
+    "author": "Savoir-faire Linux, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/management-system",
+    "license": "AGPL-3",
+    "category": "Management System",
+    "depends": ["mgmtsystem_nonconformity", "base_automation"],
+    "data": [
+        "security/ir.model.access.csv",
+        "security/mgmtsystem_audit_security.xml",
+        "data/audit_sequence.xml",
+        "data/audit_automated_actions.xml",
+        "views/mgmtsystem_audit.xml",
+        "views/res_users.xml",
+        "report/audit.xml",
+        "report/verification.xml",
+        "report/report.xml",
+        "report/mgmtsystem_audit_pivot.xml",
+        "wizard/copy_verification_lines.xml",
+    ],
+    "demo": ["demo/demo_audit.xml"],
+}
diff --git a/mgmtsystem_audit/data/audit_automated_actions.xml b/mgmtsystem_audit/data/audit_automated_actions.xml
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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <!-- Email template for "Prepare to audit" message to all auditors. -->
+    <record id="template_email_prepare_to_audit" model="mail.template">
+        <field name="name">Prepare to audit</field>
+        <field name="model_id" ref="model_mgmtsystem_audit" />
+        <field
+            name="email_to"
+        >{{",".join(object.auditor_user_ids.mapped("email"))}}</field>
+        <field name="subject">Prepare to Audit: "{{object.name}}"</field>
+        <field name="body_html">
+            <![CDATA[
+<p>Hello,</p>
+
+<p>
+The audit <t t-out="object.name" /> is scheduled in 2 weeks.
+Please prepare the verification list:
+
+<a t-att-href="object.get_action_url()">Link</a>
+</p>
+
+<p>
+Thank you.
+--
+Odoo
+</p>
+            ]]>
+        </field>
+    </record>
+
+    <!-- Automated Action: Email all auditors 2 weeks before Audit. -->
+    <record id="rule_set_prepare_to_audit" model="base.automation">
+        <field name="name">Email all auditors 2 weeks before audit.</field>
+        <field name="model_id" ref="model_mgmtsystem_audit" />
+        <!-- <field name="template_id" ref="template_email_prepare_to_audit" /> -->
+        <field name="trigger">on_time</field>
+        <!-- <field name="state">mail_post</field> -->
+        <field name="trg_date_id" ref="field_mgmtsystem_audit__date" />
+        <field name="trg_date_range">14</field>
+        <field name="trg_date_range_type">day</field>
+    </record>
+
+    <!-- Email template for "Send verification list" message to all followers -->
+    <record id="template_email_send_verification_list" model="mail.template">
+        <field name="name">Send Verification List</field>
+        <field name="model_id" ref="model_mgmtsystem_audit" />
+        <field
+            name="email_to"
+        >	{{",".join((object.auditor_user_ids + object.auditee_user_ids + object.user_id).mapped("email"))}}</field>
+        <field name="subject">Send Verification List: "{{object.name}}"</field>
+        <field name="body_html">
+            <![CDATA[
+<p>Hello,</p>
+
+<p>
+The audit <t t-out="object.name" /> is scheduled in 1 week.
+Please finish the verification list and send it to the auditees:
+
+<a t-att-href="object.get_action_url()">Link</a>
+</p>
+
+<p>
+Thank you.
+--
+Odoo
+</p>
+            ]]>
+        </field>
+    </record>
+
+    <!-- Automated Action: Email all followers 1 weeks before Audit. -->
+    <record id="rule_set_send_verification_list" model="base.automation">
+        <field name="name">Email all followers 1 week before audit.</field>
+        <field name="model_id" ref="model_mgmtsystem_audit" />
+        <!-- <field name="template_id" ref="template_email_send_verification_list" /> -->
+        <field name="trigger">on_time</field>
+        <!-- <field name="state">mail_post</field> -->
+        <field name="trg_date_id" ref="field_mgmtsystem_audit__date" />
+        <field name="trg_date_range">7</field>
+        <field name="trg_date_range_type">day</field>
+    </record>
+
+</odoo>
diff --git a/mgmtsystem_audit/data/audit_sequence.xml b/mgmtsystem_audit/data/audit_sequence.xml
@@ -0,0 +1,12 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+
+    <!-- Sequences for mgmtsystem.audit -->
+    <record id="seq_mgmtsystem_audit" model="ir.sequence">
+        <field name="name">Management System Audit</field>
+        <field name="code">mgmtsystem.audit</field>
+        <field name="prefix">MSA</field>
+        <field name="padding">3</field>
+    </record>
+
+</odoo>
diff --git a/mgmtsystem_audit/demo/demo_audit.xml b/mgmtsystem_audit/demo/demo_audit.xml
@@ -0,0 +1,52 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+
+    <record id="mgmtsystem_audit_demo" model="mgmtsystem.audit">
+        <field name="name">Quality</field>
+        <field name="date">2010-12-03</field>
+        <field name="strong_points">
+            <![CDATA[
+                <ul>
+                    <li>Good documentation</li>
+                </ul>
+                ]]>
+        </field>
+        <field name="to_improve_points">
+            <![CDATA[
+                <ul>
+                    <li>Procedure respect</li>
+                </ul>
+                ]]>
+        </field>
+        <field name="user_id" ref="base.user_demo" />
+        <field name="auditor_user_ids" eval="[(6,0,[ref('base.user_demo')])]" />
+        <field name="auditee_user_ids" eval="[(6,0,[ref('base.user_root')])]" />
+        <field
+            name="imp_opp_ids"
+            eval="[(6,0,[ref('mgmtsystem_action.demo_improvement')])]"
+        />
+        <field
+            name="nonconformity_ids"
+            eval="[(6,0,[ref('mgmtsystem_nonconformity.demo_nonconformity')])]"
+        />
+    </record>
+
+    <record id="mgmtsystem_audit_demo2" model="mgmtsystem.audit">
+        <field name="name">Quality2</field>
+        <field name="date">2012-12-06</field>
+        <field name="strong_points">* Good documentation</field>
+        <field name="to_improve_points">* Procedure respect</field>
+        <field name="user_id" ref="base.user_root" />
+        <field name="auditor_user_ids" eval="[(6,0,[ref('base.user_demo')])]" />
+        <field name="auditee_user_ids" eval="[(6,0,[ref('base.user_root')])]" />
+        <field
+            name="imp_opp_ids"
+            eval="[(6,0,[ref('mgmtsystem_action.demo_improvement')])]"
+        />
+        <field
+            name="nonconformity_ids"
+            eval="[(6,0,[ref('mgmtsystem_nonconformity.demo_nonconformity')])]"
+        />
+    </record>
+
+</odoo>