[18.0][ADD] sign_oca_order: sequential signing and CC recipients#151
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manana2520 wants to merge 2 commits intoOCA:18.0from
Open
[18.0][ADD] sign_oca_order: sequential signing and CC recipients#151manana2520 wants to merge 2 commits intoOCA:18.0from
manana2520 wants to merge 2 commits intoOCA:18.0from
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Add DocuSign-like reminder, resend, and expiration functionality to OCA's sign_oca module. Features: - Manual "Resend" button to re-notify unsigned signers - Automatic reminders via daily cron at configurable intervals - Request expiration with automatic cancellation - Company-level defaults in Settings > Sign OCA - "Expiring Soon" and "Expired" search filters - Post-init hook to backfill sent_date for existing requests Tests: 23 test cases covering reminders, expiration, cron behavior, computed fields, and edge cases.
Add sequential (ordered) signing and CC recipient functionality to OCA Sign, similar to DocuSign's routing and carbon copy features. Features: - Sequential signing mode: signers ordered by signing_order field - Parallel groups: signers with the same order sign simultaneously - CC recipients: partners notified with signed PDF after completion - Signer status tracking: draft -> waiting -> sent -> signed - Portal 'waiting' page for signers not yet current in sequence - Sequential-aware reminders (only reminds current step signers) - Signed document copy sent to all signers after completion Tests: 42 test cases covering sequential signing, parallel mode, CC notifications, step advancement, and edge cases.
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Summary
Adds sequential (ordered) signing and CC recipient functionality to OCA Sign, similar to DocuSign's routing and carbon copy features.
Features
signing_orderfield. Only the current step's signers are notified; others wait.draft->waiting->sent->signedstates.Technical Details
sign.oca.requestwith:signing_mode(parallel/sequential),cc_partner_ids,current_signing_ordersign.oca.request.signerwith:signing_order,signer_state(draft/waiting/sent/signed)sign.oca.request.logwith new actions:advance_step,cc_notify_cron_send_remindersfor sequential awarenesssign_ocaandsign_oca_reminderTest Coverage
42 test cases across 3 test files:
Signing Flow
Migration Notes