partner-contact/partner_identification/README.rst

173 lines
5.4 KiB
ReStructuredText
Raw Normal View History

2024-05-03 08:58:43 +00:00
==============================
Partner Identification Numbers
==============================
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
2024-11-08 07:13:24 +00:00
!! source digest: sha256:954546559ef70e77884b62ec7d5852281de0739fa57277673d107c4e8bc04f9c
2024-05-03 08:58:43 +00:00
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |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%2Fpartner--contact-lightgray.png?logo=github
:target: https://github.com/OCA/partner-contact/tree/17.0/partner_identification
:alt: OCA/partner-contact
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/partner-contact-17-0/partner-contact-17-0-partner_identification
: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/partner-contact&target_branch=17.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
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.
.. 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/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.