Flectra/partner-contact
1
0
Fork 0
mirror of https://gitlab.com/flectra-community/partner-contact.git synced 2024-11-15 02:32:04 +00:00
Code Issues Projects Releases Wiki Activity
3.0
partner-contact/partner_multi_relation/static/description/index.html
Flectra Community Bot 6747e517cb Automatic Update form OCA2FC Migrator
2024-10-01 07:51:46 +02:00

542 lines
20 KiB
HTML
Raw Permalink Blame History

This file contains ambiguous Unicode characters

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
<title>Partner Relations</title>
<style type="text/css">
/*
:Author: David Goodger (goodger@python.org)
:Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $
:Copyright: This stylesheet has been placed in the public domain.
Default cascading style sheet for the HTML output of Docutils.
Despite the name, some widely supported CSS2 features are used.
See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
customize this style sheet.
*/
/* used to remove borders from tables and images */
.borderless, table.borderless td, table.borderless th {
border: 0 }
table.borderless td, table.borderless th {
/* Override padding for "table.docutils td" with "! important".
The right padding separates the table cells. */
padding: 0 0.5em 0 0 ! important }
.first {
/* Override more specific margin styles with "! important". */
margin-top: 0 ! important }
.last, .with-subtitle {
margin-bottom: 0 ! important }
.hidden {
display: none }
.subscript {
vertical-align: sub;
font-size: smaller }
.superscript {
vertical-align: super;
font-size: smaller }
a.toc-backref {
text-decoration: none ;
color: black }
blockquote.epigraph {
margin: 2em 5em ; }
dl.docutils dd {
margin-bottom: 0.5em }
object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] {
overflow: hidden;
}
/* Uncomment (and remove this text!) to get bold-faced definition list terms
dl.docutils dt {
font-weight: bold }
*/
div.abstract {
margin: 2em 5em }
div.abstract p.topic-title {
font-weight: bold ;
text-align: center }
div.admonition, div.attention, div.caution, div.danger, div.error,
div.hint, div.important, div.note, div.tip, div.warning {
margin: 2em ;
border: medium outset ;
padding: 1em }
div.admonition p.admonition-title, div.hint p.admonition-title,
div.important p.admonition-title, div.note p.admonition-title,
div.tip p.admonition-title {
font-weight: bold ;
font-family: sans-serif }
div.attention p.admonition-title, div.caution p.admonition-title,
div.danger p.admonition-title, div.error p.admonition-title,
div.warning p.admonition-title, .code .error {
color: red ;
font-weight: bold ;
font-family: sans-serif }
/* Uncomment (and remove this text!) to get reduced vertical space in
compound paragraphs.
div.compound .compound-first, div.compound .compound-middle {
margin-bottom: 0.5em }
div.compound .compound-last, div.compound .compound-middle {
margin-top: 0.5em }
*/
div.dedication {
margin: 2em 5em ;
text-align: center ;
font-style: italic }
div.dedication p.topic-title {
font-weight: bold ;
font-style: normal }
div.figure {
margin-left: 2em ;
margin-right: 2em }
div.footer, div.header {
clear: both;
font-size: smaller }
div.line-block {
display: block ;
margin-top: 1em ;
margin-bottom: 1em }
div.line-block div.line-block {
margin-top: 0 ;
margin-bottom: 0 ;
margin-left: 1.5em }
div.sidebar {
margin: 0 0 0.5em 1em ;
border: medium outset ;
padding: 1em ;
background-color: #ffffee ;
width: 40% ;
float: right ;
clear: right }
div.sidebar p.rubric {
font-family: sans-serif ;
font-size: medium }
div.system-messages {
margin: 5em }
div.system-messages h1 {
color: red }
div.system-message {
border: medium outset ;
padding: 1em }
div.system-message p.system-message-title {
color: red ;
font-weight: bold }
div.topic {
margin: 2em }
h1.section-subtitle, h2.section-subtitle, h3.section-subtitle,
h4.section-subtitle, h5.section-subtitle, h6.section-subtitle {
margin-top: 0.4em }
h1.title {
text-align: center }
h2.subtitle {
text-align: center }
hr.docutils {
width: 75% }
img.align-left, .figure.align-left, object.align-left, table.align-left {
clear: left ;
float: left ;
margin-right: 1em }
img.align-right, .figure.align-right, object.align-right, table.align-right {
clear: right ;
float: right ;
margin-left: 1em }
img.align-center, .figure.align-center, object.align-center {
display: block;
margin-left: auto;
margin-right: auto;
}
table.align-center {
margin-left: auto;
margin-right: auto;
}
.align-left {
text-align: left }
.align-center {
clear: both ;
text-align: center }
.align-right {
text-align: right }
/* reset inner alignment in figures */
div.align-right {
text-align: inherit }
/* div.align-center * { */
/* text-align: left } */
.align-top {
vertical-align: top }
.align-middle {
vertical-align: middle }
.align-bottom {
vertical-align: bottom }
ol.simple, ul.simple {
margin-bottom: 1em }
ol.arabic {
list-style: decimal }
ol.loweralpha {
list-style: lower-alpha }
ol.upperalpha {
list-style: upper-alpha }
ol.lowerroman {
list-style: lower-roman }
ol.upperroman {
list-style: upper-roman }
p.attribution {
text-align: right ;
margin-left: 50% }
p.caption {
font-style: italic }
p.credits {
font-style: italic ;
font-size: smaller }
p.label {
white-space: nowrap }
p.rubric {
font-weight: bold ;
font-size: larger ;
color: maroon ;
text-align: center }
p.sidebar-title {
font-family: sans-serif ;
font-weight: bold ;
font-size: larger }
p.sidebar-subtitle {
font-family: sans-serif ;
font-weight: bold }
p.topic-title {
font-weight: bold }
pre.address {
margin-bottom: 0 ;
margin-top: 0 ;
font: inherit }
pre.literal-block, pre.doctest-block, pre.math, pre.code {
margin-left: 2em ;
margin-right: 2em }
pre.code .ln { color: gray; } /* line numbers */
pre.code, code { background-color: #eeeeee }
pre.code .comment, code .comment { color: #5C6576 }
pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
pre.code .literal.string, code .literal.string { color: #0C5404 }
pre.code .name.builtin, code .name.builtin { color: #352B84 }
pre.code .deleted, code .deleted { background-color: #DEB0A1}
pre.code .inserted, code .inserted { background-color: #A3D289}
span.classifier {
font-family: sans-serif ;
font-style: oblique }
span.classifier-delimiter {
font-family: sans-serif ;
font-weight: bold }
span.interpreted {
font-family: sans-serif }
span.option {
white-space: nowrap }
span.pre {
white-space: pre }
span.problematic, pre.problematic {
color: red }
span.section-subtitle {
/* font-size relative to parent (h1..h6 element) */
font-size: 80% }
table.citation {
border-left: solid 1px gray;
margin-left: 1px }
table.docinfo {
margin: 2em 4em }
table.docutils {
margin-top: 0.5em ;
margin-bottom: 0.5em }
table.footnote {
border-left: solid 1px black;
margin-left: 1px }
table.docutils td, table.docutils th,
table.docinfo td, table.docinfo th {
padding-left: 0.5em ;
padding-right: 0.5em ;
vertical-align: top }
table.docutils th.field-name, table.docinfo th.docinfo-name {
font-weight: bold ;
text-align: left ;
white-space: nowrap ;
padding-left: 0 }
/* "booktabs" style (no vertical lines) */
table.docutils.booktabs {
border: 0px;
border-top: 2px solid;
border-bottom: 2px solid;
border-collapse: collapse;
}
table.docutils.booktabs * {
border: 0px;
}
table.docutils.booktabs th {
border-bottom: thin solid;
text-align: left;
}
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
font-size: 100% }
ul.auto-toc {
list-style-type: none }
</style>
</head>
<body>
<div class="document" id="partner-relations">
<h1 class="title">Partner Relations</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:f4895f23ab68ab38eb0f9d9d1e2cd942e4a663a44835bb25431aab75ff3152c9
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/partner-contact/tree/17.0/partner_multi_relation"><img alt="OCA/partner-contact" src="https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/partner-contact-17-0/partner-contact-17-0-partner_multi_relation"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/partner-contact&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module aims to provide generic means to model relations between
partners.</p>
<p>Examples would be ‘is sibling of’ or ‘is friend of’, but also ‘has
contract X with’ or ‘is assistant of’. This way, you can encode your
knowledge about your partners directly in your partner list.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a><ul>
<li><a class="reference internal" href="#relation-types" id="toc-entry-2">Relation Types</a></li>
<li><a class="reference internal" href="#partner-types" id="toc-entry-3">Partner Types</a></li>
<li><a class="reference internal" href="#partner-categories" id="toc-entry-4">Partner Categories</a></li>
<li><a class="reference internal" href="#reflexive" id="toc-entry-5">Reflexive</a></li>
<li><a class="reference internal" href="#symmetric" id="toc-entry-6">Symmetric</a></li>
<li><a class="reference internal" href="#invalid-relation-handling" id="toc-entry-7">Invalid Relation Handling</a></li>
<li><a class="reference internal" href="#searching-partners-with-relations" id="toc-entry-8">Searching Partners With Relations</a></li>
<li><a class="reference internal" href="#searching-relations-from-partner-view" id="toc-entry-9">Searching Relations From Partner View</a></li>
</ul>
</li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-10">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-11">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-12">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-13">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-14">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
<div class="section" id="relation-types">
<h2><a class="toc-backref" href="#toc-entry-2">Relation Types</a></h2>
<p>Before being able to use relations, you’ll have define some first. Do
that in Contacts / Relations / Partner relations.</p>
<p><img alt="image" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_list.png" /></p>
<p>A relation type has a name for both sides.</p>
<p><img alt="image1" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_empty.png" /></p>
<p>To have an assistant-relation, you would name one side ‘is assistant of’
and the other side ‘has assistant’.</p>
<p><img alt="image2" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_name_filled.png" /></p>
</div>
<div class="section" id="partner-types">
<h2><a class="toc-backref" href="#toc-entry-3">Partner Types</a></h2>
<p>The Partner Type fields allow to constrain what type of partners can be
used on the left and right sides of the relation.</p>
<ul class="simple">
<li>In the example above, the assistant-relation only makes sense between
people, so you would choose ‘Person’ for both partner types.</li>
</ul>
<p><img alt="image3" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_partner_type_filled.png" /></p>
<ul class="simple">
<li>For a relation ‘is a competitor of’, both sides would be companies.</li>
<li>A relation ‘has worked for’ should have persons on the left side and
companies on the right side.</li>
</ul>
<p>If you leave these fields empty, the relation is applicable to all types
of partners.</p>
</div>
<div class="section" id="partner-categories">
<h2><a class="toc-backref" href="#toc-entry-4">Partner Categories</a></h2>
<p>You may use categories (tags) to further specify the type of partners.</p>
<p>You could for example enforce the ‘is member of’ relation to accept only
companies with the label ‘Organization’ on the right side.</p>
<p><img alt="image4" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_category_filled.png" /></p>
</div>
<div class="section" id="reflexive">
<h2><a class="toc-backref" href="#toc-entry-5">Reflexive</a></h2>
<p>A reflexive relation type allows a partner to be in relation with
himself.</p>
<p>For example, the CEO of a company could be his own manager.</p>
<p><img alt="image5" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_reflexive.png" /></p>
</div>
<div class="section" id="symmetric">
<h2><a class="toc-backref" href="#toc-entry-6">Symmetric</a></h2>
<p>A symetric relation has the same value for the left and right sides.</p>
<p>For example, in a competitor relation, both companies are competitors of
each other.</p>
<p><img alt="image6" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_symmetric.png" /></p>
</div>
<div class="section" id="invalid-relation-handling">
<h2><a class="toc-backref" href="#toc-entry-7">Invalid Relation Handling</a></h2>
<p>When the configuration of a relation type changes, some relations
between 2 partners may become invalid.</p>
<p>For example, if the left partner type is set to Person and a relation
already exists with a company on the right side, that relation becomes
invalid.</p>
<p><img alt="image7" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_invalid_handling.png" /></p>
<p>What happens with invalid relations is customizable on the relation
type.</p>
<p>4 possible behaviors are available:</p>
<ul class="simple">
<li>Do not allow change that will result in invalid relations</li>
<li>Allow existing relations that do not fit changed conditions</li>
<li>End relations per today, if they do not fit changed conditions</li>
<li>Delete relations that do not fit changed conditions</li>
</ul>
</div>
<div class="section" id="searching-partners-with-relations">
<h2><a class="toc-backref" href="#toc-entry-8">Searching Partners With Relations</a></h2>
<p>To search for existing relations, go to Contacts / Relations /
Relations.</p>
<p><img alt="image8" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation.png" /></p>
<p>To find all assistants in your database, fill in ‘assistant’ and
autocomplete will propose to search for this type of relation.</p>
<p><img alt="image9" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation_2.png" /></p>
<p>Now if you want to find Colleen’s assistant, you fill in ‘Colleen’ and
one of the proposals is to search for partners having a relation with
Colleen.</p>
<p><img alt="image10" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation_3.png" /></p>
</div>
<div class="section" id="searching-relations-from-partner-view">
<h2><a class="toc-backref" href="#toc-entry-9">Searching Relations From Partner View</a></h2>
<p>A smart button is available on the partner form view to display the list
of relations.</p>
<p><img alt="image11" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/partner_form_view_smart_button.png" /></p>
<p><img alt="image12" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/partner_form_view_smart_button_2.png" /></p>
</div>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#toc-entry-10">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/partner-contact/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_multi_relation%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#toc-entry-11">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#toc-entry-12">Authors</a></h2>
<ul class="simple">
<li>Therp BV</li>
<li>Camptocamp</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#toc-entry-13">Contributors</a></h2>
<ul class="simple">
<li>Holger Brunn &lt;<a class="reference external" href="mailto:hbrunn&#64;therp.nl">hbrunn&#64;therp.nl</a>&gt;</li>
<li>Stefan Rijnhart &lt;<a class="reference external" href="mailto:stefan&#64;therp.nl">stefan&#64;therp.nl</a>&gt;</li>
<li>Ronald Portier &lt;<a class="reference external" href="mailto:ronald&#64;therp.nl">ronald&#64;therp.nl</a>&gt;</li>
<li>Sandy Carter &lt;<a class="reference external" href="mailto:sandy.carter&#64;savoirfairelinux.com">sandy.carter&#64;savoirfairelinux.com</a>&gt;</li>
<li>Bruno Joliveau &lt;<a class="reference external" href="mailto:bruno.joliveau&#64;savoirfairelinux.com">bruno.joliveau&#64;savoirfairelinux.com</a>&gt;</li>
<li>Adriana Ierfino &lt;<a class="reference external" href="mailto:adriana.ierfino&#64;savoirfairelinux.com">adriana.ierfino&#64;savoirfairelinux.com</a>&gt;</li>
<li>Numigi (tm) and all its contributors (<a class="reference external" href="https://bit.ly/numigiens">https://bit.ly/numigiens</a>)</li>
<li>Radovan Skolnik &lt;<a class="reference external" href="mailto:radovan&#64;skolnik.info">radovan&#64;skolnik.info</a>&gt;, KEMA SK s.r.o.
(<a class="reference external" href="https://www.kema.sk">https://www.kema.sk</a>)</li>
<li><a class="reference external" href="https://www.dynapps.be">DynApps NV</a>:<ul>
<li>Raf Ven</li>
</ul>
</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#toc-entry-14">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org">
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
</a>
<p>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.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/partner-contact/tree/17.0/partner_multi_relation">OCA/partner-contact</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
</body>
</html>
Reference in New Issue View Git Blame Copy Permalink