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85 changes: 85 additions & 0 deletions mgmtsystem_audit_document_category/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

=========================================
Management System Audit Document Category
=========================================

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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-NuoBiT%2Fodoo--addons-lightgray.png?logo=github
:target: https://github.com/NuoBiT/odoo-addons/tree/14.0/mgmtsystem_audit_document_category
:alt: NuoBiT/odoo-addons

|badge1| |badge2| |badge3|

This module makes the management system audit **Procedure** selection robust
against the document category name and language.

The OCA ``mgmtsystem_audit`` module filters the *Procedure* field of an audit
verification line by matching hardcoded English category names (``Procedure``,
``Environmental Aspect``, ``Quality Manual``, ``Environment Manual``). That match
relies on the category title, so it breaks as soon as the categories are renamed
or created in another language (for example in Spanish), leaving the field empty
even though procedures exist.

This module replaces that name based match with the explicit *Management System
Category Type* classification provided by ``mgmtsystem_document_category``:

* The verification line *Procedure* field, both in the form and in the search
filter, offers every document stored directly under a classified category,
resolved from that stable classification instead of from the category name.

As a result the selection keeps working regardless of how the categories are
named or in which language they are used.

**Table of contents**

.. contents::
:local:

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/NuoBiT/odoo-addons/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/NuoBiT/odoo-addons/issues/new?body=module:%20mgmtsystem_audit_document_category%0Aversion:%2014.0%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
~~~~~~~

* NuoBiT Solutions
* S.L.

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

* `NuoBiT <https://www.nuobit.com>`__:

* Deniz Gallo <dev1@nuobit.com>

Maintainers
~~~~~~~~~~~

This module is part of the `NuoBiT/odoo-addons <https://github.com/NuoBiT/odoo-addons/tree/14.0/mgmtsystem_audit_document_category>`_ project on GitHub.

You are welcome to contribute.
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20 changes: 20 additions & 0 deletions mgmtsystem_audit_document_category/__manifest__.py
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# Copyright 2026 NuoBiT Solutions SL - Deniz Gallo <dev1@nuobit.com>
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

{
"name": "Management System Audit Document Category",
"summary": "Filter audit verification procedures by document category type "
"instead of by category name",
"version": "14.0.1.0.0",
"category": "Management System",
"author": "NuoBiT Solutions, S.L.",
"website": "https://github.com/nuobit/odoo-addons",
"license": "AGPL-3",
"depends": [
"mgmtsystem_audit",
"mgmtsystem_document_category",
],
"data": [
"views/mgmtsystem_audit.xml",
],
}
3 changes: 3 additions & 0 deletions mgmtsystem_audit_document_category/readme/CONTRIBUTORS.rst
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* `NuoBiT <https://www.nuobit.com>`__:

* Deniz Gallo <dev1@nuobit.com>
19 changes: 19 additions & 0 deletions mgmtsystem_audit_document_category/readme/DESCRIPTION.rst
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This module makes the management system audit **Procedure** selection robust
against the document category name and language.

The OCA ``mgmtsystem_audit`` module filters the *Procedure* field of an audit
verification line by matching hardcoded English category names (``Procedure``,
``Environmental Aspect``, ``Quality Manual``, ``Environment Manual``). That match
relies on the category title, so it breaks as soon as the categories are renamed
or created in another language (for example in Spanish), leaving the field empty
even though procedures exist.

This module replaces that name based match with the explicit *Management System
Category Type* classification provided by ``mgmtsystem_document_category``:

* The verification line *Procedure* field, both in the form and in the search
filter, offers every document stored directly under a classified category,
resolved from that stable classification instead of from the category name.

As a result the selection keeps working regardless of how the categories are
named or in which language they are used.
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