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226 lines
8.2 KiB
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=================
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Partner Relations
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=================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:f4895f23ab68ab38eb0f9d9d1e2cd942e4a663a44835bb25431aab75ff3152c9
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github
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:target: https://github.com/OCA/partner-contact/tree/17.0/partner_multi_relation
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:alt: OCA/partner-contact
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/partner-contact-17-0/partner-contact-17-0-partner_multi_relation
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/partner-contact&target_branch=17.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module aims to provide generic means to model relations between
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partners.
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Examples would be 'is sibling of' or 'is friend of', but also 'has
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contract X with' or 'is assistant of'. This way, you can encode your
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knowledge about your partners directly in your partner list.
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**Table of contents**
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.. contents::
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:local:
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Usage
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=====
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Relation Types
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--------------
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Before being able to use relations, you'll have define some first. Do
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that in Contacts / Relations / Partner relations.
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|image|
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A relation type has a name for both sides.
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|image1|
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To have an assistant-relation, you would name one side 'is assistant of'
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and the other side 'has assistant'.
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|image2|
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Partner Types
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-------------
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The Partner Type fields allow to constrain what type of partners can be
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used on the left and right sides of the relation.
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- In the example above, the assistant-relation only makes sense between
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people, so you would choose 'Person' for both partner types.
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|image3|
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- For a relation 'is a competitor of', both sides would be companies.
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- A relation 'has worked for' should have persons on the left side and
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companies on the right side.
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If you leave these fields empty, the relation is applicable to all types
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of partners.
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Partner Categories
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------------------
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You may use categories (tags) to further specify the type of partners.
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You could for example enforce the 'is member of' relation to accept only
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companies with the label 'Organization' on the right side.
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|image4|
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Reflexive
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---------
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A reflexive relation type allows a partner to be in relation with
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himself.
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For example, the CEO of a company could be his own manager.
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|image5|
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Symmetric
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---------
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A symetric relation has the same value for the left and right sides.
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For example, in a competitor relation, both companies are competitors of
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each other.
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|image6|
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Invalid Relation Handling
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-------------------------
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When the configuration of a relation type changes, some relations
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between 2 partners may become invalid.
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For example, if the left partner type is set to Person and a relation
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already exists with a company on the right side, that relation becomes
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invalid.
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|image7|
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What happens with invalid relations is customizable on the relation
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type.
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4 possible behaviors are available:
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- Do not allow change that will result in invalid relations
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- Allow existing relations that do not fit changed conditions
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- End relations per today, if they do not fit changed conditions
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- Delete relations that do not fit changed conditions
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Searching Partners With Relations
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---------------------------------
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To search for existing relations, go to Contacts / Relations /
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Relations.
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|image8|
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To find all assistants in your database, fill in 'assistant' and
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autocomplete will propose to search for this type of relation.
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|image9|
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Now if you want to find Colleen's assistant, you fill in 'Colleen' and
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one of the proposals is to search for partners having a relation with
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Colleen.
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|image10|
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Searching Relations From Partner View
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-------------------------------------
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A smart button is available on the partner form view to display the list
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of relations.
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|image11|
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|image12|
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.. |image| image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_list.png
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.. |image1| image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_empty.png
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.. |image2| image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_name_filled.png
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.. |image3| image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_partner_type_filled.png
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.. |image4| image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_category_filled.png
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.. |image5| image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_reflexive.png
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.. |image6| image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_symmetric.png
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.. |image7| image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_invalid_handling.png
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.. |image8| image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation.png
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.. |image9| image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation_2.png
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.. |image10| image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation_3.png
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.. |image11| image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/partner_form_view_smart_button.png
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.. |image12| image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/partner_form_view_smart_button_2.png
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/partner-contact/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <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**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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-------
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* Therp BV
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* Camptocamp
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Contributors
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------------
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- Holger Brunn <hbrunn@therp.nl>
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- Stefan Rijnhart <stefan@therp.nl>
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- Ronald Portier <ronald@therp.nl>
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- Sandy Carter <sandy.carter@savoirfairelinux.com>
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- Bruno Joliveau <bruno.joliveau@savoirfairelinux.com>
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- Adriana Ierfino <adriana.ierfino@savoirfairelinux.com>
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- Numigi (tm) and all its contributors (https://bit.ly/numigiens)
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- Radovan Skolnik <radovan@skolnik.info>, KEMA SK s.r.o.
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(https://www.kema.sk)
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- `DynApps NV <https://www.dynapps.be>`__:
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- Raf Ven
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Maintainers
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-----------
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/17.0/partner_multi_relation>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |