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README.rst |
============================== Partner Identification Numbers ============================== .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! source digest: sha256:14a50d3c8dc9c9634a2ea5ee50ffe64dbbfe98107b63f7c586308993bc852d35 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |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.