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<div class="document" id="partner-relations">
<h1 class="title">Partner Relations</h1>
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<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>
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