partner-contact/partner_identification/README.rst

==============================
Partner Identification Numbers
==============================

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This module allows to manage all sort of identification numbers and
certificates which are assigned to a partner (company or individual) and
vary from country to country.

-  Commercial register
-  VAT ID
-  Fiscal ID's
-  Membership numbers
-  Driver license
-  etc

**Table of contents**

.. contents::
   :local:

Configuration
=============

Configure all ID types you need in Contacts > Configuration > Partner ID
Categories. For example, we create a category 'Driver License':

| Name:
| Name of this ID type. For example, 'Driver License'

| Code:
| Code, abbreviation or acronym of this ID type. For example,
  'driver_license'

| Python validation code:
| Optional python code called to validate ID numbers of this ID type.
  This functionality can be overridden by setting ``id_no_validate`` to
  ``True`` in the context, such as:

.. code:: python

   partner.with_context(id_no_validate=True).write({
      'name': 'Bad Value',
      'category_id': self.env.ref('id_category_only_numerics').id,
   })

Usage
=====

In partner form you will see another tab called 'ID Numbers'. You can
add any IDs to this partner, defining:

| Category:
| ID type defined in configuration. For example, Driver License

| ID Number:
| The ID itself. For example, Driver License number of this person

| Issued by:
| Another partner, who issued this ID. For example, Traffic National
  Institution

| Place of Issuance:
| The place where the ID has been issued. For example the country for
  passports and visa

| Valid from:
| Issued date. For example, date when person approved his driving exam,
  21/10/2009

| Valid until:
| Expiration date. For example, date when person needs to renew his
  driver license, 21/10/2019

| Status:
| ID status. For example new/to renew/expired

| Notes:
| Any further information related with this ID. For example, vehicle
  types this person can drive

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

-  If you want to search a partner by ID you will use advance search
   form. You can't search by issuer, valid dates, category or notes.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/partner-contact/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/partner-contact/issues/new?body=module:%20partner_identification%0Aversion:%2017.0%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
-------

* ChriCar Beteiligungs- und Beratungs- GmbH
* Tecnativa
* Camptocamp
* ACSONE SA/NV
* LasLabs
* Onestein

Contributors
------------

-  Antonio Espinosa <antonio.espinosa@tecnativa.com>
-  Ferdinand Gassauer <office@chrcar.at>
-  Gerhard Könighofer <gerhard.koenighofer@swing-system.com>
-  Laurent Mignon <laurent.mignon@acsone.eu>
-  Jairo Llopis <jairo.llopis@tecnativa.com>
-  Dave Lasley <dave@laslabs.com>
-  Simone Orsi <simone.orsi@camptocamp.com>
-  Dennis Sluijk <d.sluijk@onestein.nl>
-  Phuc Tran Thanh <phuc@trobz.com>
-  Marie Lejeune <marie.lejeune@acsone.eu>
-  Nils Coenen <nils.coenen@nico-solutions.de>

Other credits
-------------

The development of this module has been financially supported by:

-  Camptocamp

Maintainers
-----------

This module is maintained by the OCA.

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   :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/partner-contact <https://github.com/OCA/partner-contact/tree/17.0/partner_identification>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.