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  1. # -*- coding: utf-8 -*-
  2. ##############################################################################
  3. #
  4. # OpenERP, Open Source Management Solution
  5. # This module copyright (C) 2013 Therp BV (<http://therp.nl>).
  6. #
  7. # This program is free software: you can redistribute it and/or modify
  8. # it under the terms of the GNU Affero General Public License as
  9. # published by the Free Software Foundation, either version 3 of the
  10. # License, or (at your option) any later version.
  11. #
  12. # This program is distributed in the hope that it will be useful,
  13. # but WITHOUT ANY WARRANTY; without even the implied warranty of
  14. # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
  15. # GNU Affero General Public License for more details.
  16. #
  17. # You should have received a copy of the GNU Affero General Public License
  18. # along with this program. If not, see <http://www.gnu.org/licenses/>.
  19. #
  20. ##############################################################################
  21. {
  22. "name": "Partner relations",
  23. "version": "1.1",
  24. "author": "Therp BV",
  25. "complexity": "normal",
  26. "description": """
  27. Introduction
  28. ------------
  29. This addon aims to provide generic means to model relations between partners.
  30. Examples would be 'is sibling of' or 'is friend of', but also 'has contract X
  31. with' or 'is assistant of'. This way, you can enode your knowledge about your
  32. partners directly in your partner list.
  33. Usage
  34. -----
  35. Before being able to use relations, you'll have define some first. Do that in
  36. Sales / Configuration / Address Book / Partner relations. Here, you need to
  37. name both sides of the relation: To have an assistant-relation, you would name
  38. one side 'is assistant of' and the other side 'has assistant'. This relation
  39. only makes sense between people, so you would choose 'Person' for both partner
  40. types. For the relation 'is a competitor of', both sides would be companies,
  41. while the relation 'has worked for' should have persons on the left side and
  42. companies on the right side. If you leave this field empty, the relation is
  43. applicable to all types of partners.
  44. If you use categories to further specify the type of partners, you could for
  45. example enforce that the 'is member of' relation can only have companies with
  46. label 'Organization' on the left side.
  47. Now open a partner and choose relations as appropriate in the 'Relations' tab.
  48. Searching partners with relations
  49. ---------------------------------
  50. Searching for relations is integrated transparently into the partner search
  51. form. To find all assistants in your database, fill in 'is assistant of' and
  52. autocomplete will propose to search for partners having this relation. Now if
  53. you want to find Anna's assistant, you fill in 'Anna' and one of the proposals
  54. is to search for partners having a relation with Anna. This results in Anna's
  55. assistant(s), as you searched for assistants before.
  56. By default, only active, not expired relations are shown. If you need to find
  57. partners that had some relation at a certain date, fill in that date in the
  58. search box and one of the proposals is to search for relations valid at that
  59. date.""",
  60. "category": "Customer Relationship Management",
  61. "depends": [
  62. 'base',
  63. 'web_m2x_options',
  64. 'web_tree_many2one_clickable',
  65. ],
  66. "data": [
  67. "view/res_partner_relation_all.xml",
  68. 'view/res_partner.xml',
  69. 'view/res_partner_relation.xml',
  70. 'view/res_partner_relation_type.xml',
  71. 'view/menu.xml',
  72. 'security/ir.model.access.csv',
  73. ],
  74. "js": [
  75. ],
  76. "css": [
  77. ],
  78. "qweb": [
  79. ],
  80. "auto_install": False,
  81. "installable": True,
  82. "external_dependencies": {
  83. 'python': [],
  84. },
  85. }