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Merge PR #57 into 16.0
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Signed-off-by etobella
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OCA-git-bot committed Jul 17, 2024
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4 changes: 2 additions & 2 deletions .copier-answers.yml
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@@ -1,8 +1,8 @@
# Do NOT update manually; changes here will be overwritten by Copier
_commit: v1.21.1
_commit: v1.24-1-gf8cceac
_src_path: https://github.com/OCA/oca-addons-repo-template.git
ci: GitHub
convert_readme_fragments_to_markdown: false
convert_readme_fragments_to_markdown: true
generate_requirements_txt: true
github_check_license: true
github_ci_extra_env: {}
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9 changes: 9 additions & 0 deletions .gitignore
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Expand Up @@ -25,6 +25,15 @@ var/
*.egg
*.eggs

# Debian packages
*.deb

# Redhat packages
*.rpm

# MacOS packages
*.dmg

# Installer logs
pip-log.txt
pip-delete-this-directory.txt
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3 changes: 2 additions & 1 deletion .pre-commit-config.yaml
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Expand Up @@ -39,7 +39,7 @@ repos:
language: fail
files: '[a-zA-Z0-9_]*/i18n/en\.po$'
- repo: https://github.com/oca/maintainer-tools
rev: 9a170331575a265c092ee6b24b845ec508e8ef75
rev: d5fab7ee87fceee858a3d01048c78a548974d935
hooks:
# update the NOT INSTALLABLE ADDONS section above
- id: oca-update-pre-commit-excluded-addons
Expand All @@ -53,6 +53,7 @@ repos:
- --repo-name=sign
- --if-source-changed
- --keep-source-digest
- --convert-fragments-to-markdown
- repo: https://github.com/OCA/odoo-pre-commit-hooks
rev: v0.0.25
hooks:
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128 changes: 68 additions & 60 deletions sign_oca/README.rst
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Expand Up @@ -28,7 +28,8 @@ Sign Oca

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows to create documents for signature inside Odoo using OWL.
This module allows to create documents for signature inside Odoo using
OWL.

**Table of contents**

Expand All @@ -38,79 +39,88 @@ This module allows to create documents for signature inside Odoo using OWL.
Configuration
=============

There is a wizard (sign.oca.template.generate.multi) that can be used for any model needed.
If there is a template without a linked model or linked to a model (res.partner for example)
an action will be automatically displayed in the tree and form view (only for users
with Sign permissions).
There is a wizard (sign.oca.template.generate.multi) that can be used
for any model needed. If there is a template without a linked model or
linked to a model (res.partner for example) an action will be
automatically displayed in the tree and form view (only for users with
Sign permissions).

Usage
=====

Creation of templates
~~~~~~~~~~~~~~~~~~~~~
---------------------

* Access `Sign / Templates`
* Create a new template
* Add a PDF File
* Access the configuration menu
* You can add a field by doing a right click inside a page
* Click on the field in order to delete or edit some configuration of it
* The template is autosaved
- Access Sign / Templates
- Create a new template
- Add a PDF File
- Access the configuration menu
- You can add a field by doing a right click inside a page
- Click on the field in order to delete or edit some configuration of
it
- The template is autosaved

Sign role
~~~~~~~~~~

* Access `Sign / Settings / Roles`
* Create a new role (Equipment employee for example)
* You can set the Partner type you need (empty, default or expression).
* With the expression option you can set: ${object.field_name.id}
* If you create a sign request from template signer will be auto-create according to roles
---------

- Access Sign / Settings / Roles
- Create a new role (Equipment employee for example)
- You can set the Partner type you need (empty, default or expression).
- With the expression option you can set: ${object.field_name.id}
- If you create a sign request from template signer will be auto-create
according to roles

Sign a document from template
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

* Access `Sign / Templates`
* Press the `Sign` button from a template
* Fill all the possible partners that will sign the document
* You can link the template to a model (maintenance.equipment for example)
* The signature action will be opened.
* There, you can fill all the data you need.
* Once you finish, press the sign button on the top
* When the last signer signs it, the final file will be generated as a PDF

-----------------------------

- Access Sign / Templates
- Press the Sign button from a template
- Fill all the possible partners that will sign the document
- You can link the template to a model (maintenance.equipment for
example)
- The signature action will be opened.
- There, you can fill all the data you need.
- Once you finish, press the sign button on the top
- When the last signer signs it, the final file will be generated as a
PDF

Sign a pending document
~~~~~~~~~~~~~~~~~~~~~~~
-----------------------

* Go to the pencil icon in the upper right corner (systray) of the sign request to access the pending signatures.
* Press the `Sign` button from signer request
* The signature action will be opened.
* There, you can fill all the data you need.
* Once you finish, press the sign button on the top
* When the last signer signs it, the final file will be generated as a PDF
- Go to the pencil icon in the upper right corner (systray) of the sign
request to access the pending signatures.
- Press the Sign button from signer request
- The signature action will be opened.
- There, you can fill all the data you need.
- Once you finish, press the sign button on the top
- When the last signer signs it, the final file will be generated as a
PDF

Sign from template
~~~~~~~~~~~~~~~~~~

* Go to any list view or form view (except sign.oca models), e.g.: Contacts
* Select multiple records (3 for example).
* The "Sign from template" action will be available if there are any sign templates
created that are not linked to any model and/or any linked to the corresponding model.
* Select a template.
* Click on the "Generate" button.
* 3 requests will be created (each linked to each selected record) BUT no signer will be set.
* Some extra modules (e.g. maintenance_sign_oca) will automatically set the signers for each request.
------------------

- Go to any list view or form view (except sign.oca models), e.g.:
Contacts
- Select multiple records (3 for example).
- The "Sign from template" action will be available if there are any
sign templates created that are not linked to any model and/or any
linked to the corresponding model.
- Select a template.
- Click on the "Generate" button.
- 3 requests will be created (each linked to each selected record) BUT
no signer will be set.
- Some extra modules (e.g. maintenance_sign_oca) will automatically set
the signers for each request.

Known issues / Roadmap
======================

Tasks
~~~~~
-----

* Ensure that the signature is inalterable.
Maybe we might need to use some tools like endevise or pyHanko with a certificate.
Signer can be authenticated using OTP.
- Ensure that the signature is inalterable. Maybe we might need to use
some tools like endevise or pyHanko with a certificate. Signer can be
authenticated using OTP.

Bug Tracker
===========
Expand All @@ -126,22 +136,20 @@ Credits
=======

Authors
~~~~~~~
-------

* Dixmit

Contributors
~~~~~~~~~~~~

* Enric Tobella (www.dixmit.com)

------------

* `Tecnativa <https://www.tecnativa.com>`_:
- Enric Tobella (`www.dixmit.com <http://www.dixmit.com>`__)
- `Tecnativa <https://www.tecnativa.com>`__:

* Víctor Martínez
- Víctor Martínez

Maintainers
~~~~~~~~~~~
-----------

This module is maintained by the OCA.

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5 changes: 5 additions & 0 deletions sign_oca/readme/CONFIGURE.md
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There is a wizard (sign.oca.template.generate.multi) that can be used
for any model needed. If there is a template without a linked model or
linked to a model (res.partner for example) an action will be
automatically displayed in the tree and form view (only for users with
Sign permissions).
4 changes: 0 additions & 4 deletions sign_oca/readme/CONFIGURE.rst

This file was deleted.

3 changes: 3 additions & 0 deletions sign_oca/readme/CONTRIBUTORS.md
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- Enric Tobella (www.dixmit.com)
- [Tecnativa](https://www.tecnativa.com):
- Víctor Martínez
6 changes: 0 additions & 6 deletions sign_oca/readme/CONTRIBUTORS.rst

This file was deleted.

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This module allows to create documents for signature inside Odoo using OWL.
This module allows to create documents for signature inside Odoo using
OWL.
5 changes: 5 additions & 0 deletions sign_oca/readme/ROADMAP.md
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## Tasks

- Ensure that the signature is inalterable. Maybe we might need to use
some tools like endevise or pyHanko with a certificate. Signer can be
authenticated using OTP.
6 changes: 0 additions & 6 deletions sign_oca/readme/ROADMAP.rst

This file was deleted.

57 changes: 57 additions & 0 deletions sign_oca/readme/USAGE.md
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@@ -0,0 +1,57 @@
## Creation of templates

- Access Sign / Templates
- Create a new template
- Add a PDF File
- Access the configuration menu
- You can add a field by doing a right click inside a page
- Click on the field in order to delete or edit some configuration of it
- The template is autosaved

## Sign role

- Access Sign / Settings / Roles
- Create a new role (Equipment employee for example)
- You can set the Partner type you need (empty, default or expression).
- With the expression option you can set: \${object.field_name.id}
- If you create a sign request from template signer will be auto-create
according to roles

## Sign a document from template

- Access Sign / Templates
- Press the Sign button from a template
- Fill all the possible partners that will sign the document
- You can link the template to a model (maintenance.equipment for
example)
- The signature action will be opened.
- There, you can fill all the data you need.
- Once you finish, press the sign button on the top
- When the last signer signs it, the final file will be generated as a
PDF

## Sign a pending document

- Go to the pencil icon in the upper right corner (systray) of the sign
request to access the pending signatures.
- Press the Sign button from signer request
- The signature action will be opened.
- There, you can fill all the data you need.
- Once you finish, press the sign button on the top
- When the last signer signs it, the final file will be generated as a
PDF

## Sign from template

- Go to any list view or form view (except sign.oca models), e.g.:
Contacts
- Select multiple records (3 for example).
- The "Sign from template" action will be available if there are any
sign templates created that are not linked to any model and/or any
linked to the corresponding model.
- Select a template.
- Click on the "Generate" button.
- 3 requests will be created (each linked to each selected record) BUT
no signer will be set.
- Some extra modules (e.g. maintenance_sign_oca) will automatically set
the signers for each request.
55 changes: 0 additions & 55 deletions sign_oca/readme/USAGE.rst

This file was deleted.

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