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</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. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --><p><a class="reference external" 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" 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" href="https://github.com/OCA/partner-contact/tree/12.0/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" href="https://translation.odoo-community.org/projects/partner-contact-12-0/partner-contact-12-0-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" href="https://runbot.odoo-community.org/runbot/134/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-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 Xwith’ or ‘is assistant of’. This way, you can encode your knowledge about yourpartners 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="id1">Usage</a><ul><li><a class="reference internal" href="#relation-types" id="id2">Relation Types</a></li><li><a class="reference internal" href="#partner-types" id="id3">Partner Types</a></li><li><a class="reference internal" href="#partner-categories" id="id4">Partner Categories</a></li><li><a class="reference internal" href="#reflexive" id="id5">Reflexive</a></li><li><a class="reference internal" href="#symmetric" id="id6">Symmetric</a></li><li><a class="reference internal" href="#invalid-relation-handling" id="id7">Invalid Relation Handling</a></li><li><a class="reference internal" href="#searching-partners-with-relations" id="id8">Searching Partners With Relations</a></li><li><a class="reference internal" href="#searching-relations-from-partner-view" id="id9">Searching Relations From Partner View</a></li></ul></li><li><a class="reference internal" href="#bug-tracker" id="id10">Bug Tracker</a></li><li><a class="reference internal" href="#credits" id="id11">Credits</a><ul><li><a class="reference internal" href="#authors" id="id12">Authors</a></li><li><a class="reference internal" href="#contributors" id="id13">Contributors</a></li><li><a class="reference internal" href="#maintainers" id="id14">Maintainers</a></li></ul></li></ul></div><div class="section" id="usage"><h1><a class="toc-backref" href="#id1">Usage</a></h1><div class="section" id="relation-types"><h2><a class="toc-backref" href="#id2">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><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_list.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_list.png" /><p>A relation type has a name for both sides.</p><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_empty.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_empty.png" /><p>To have an assistant-relation, you would name one side ‘is assistant of’ and the other side ‘has assistant’.</p><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_name_filled.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_name_filled.png" /></div><div class="section" id="partner-types"><h2><a class="toc-backref" href="#id3">Partner Types</a></h2><p>The <cite>Partner Type</cite> fields allow to constrain what type of partners can be usedon 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><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_partner_type_filled.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_partner_type_filled.png" /><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="#id4">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><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_category_filled.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_category_filled.png" /></div><div class="section" id="reflexive"><h2><a class="toc-backref" href="#id5">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><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_reflexive.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_reflexive.png" /></div><div class="section" id="symmetric"><h2><a class="toc-backref" href="#id6">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><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_symmetric.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_symmetric.png" /></div><div class="section" id="invalid-relation-handling"><h2><a class="toc-backref" href="#id7">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 <cite>Person</cite> and a relation already exists with a company on the right side,that relation becomes invalid.</p><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_invalid_handling.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_invalid_handling.png" /><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="#id8">Searching Partners With Relations</a></h2><p>To search for existing relations, go to <cite>Contacts / Relations / Relations</cite>.</p><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation.png" /><p>To find all assistants in your database, fill in ‘assistant’ andautocomplete will propose to search for this type of relation.</p><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation_2.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation_2.png" /><p>Now if you want to find Colleen’s assistant, you fill in ‘Colleen’ and one of the proposalsis to search for partners having a relation with Colleen.</p><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation_3.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation_3.png" /></div><div class="section" id="searching-relations-from-partner-view"><h2><a class="toc-backref" href="#id9">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><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/partner_form_view_smart_button.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/partner_form_view_smart_button.png" /><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/partner_form_view_smart_button_2.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/partner_form_view_smart_button_2.png" /></div></div><div class="section" id="bug-tracker"><h1><a class="toc-backref" href="#id10">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 smashing 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:%2012.0%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="#id11">Credits</a></h1><div class="section" id="authors"><h2><a class="toc-backref" href="#id12">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="#id13">Contributors</a></h2><ul class="simple"><li>Holger Brunn <<a class="reference external" href="mailto:hbrunn@therp.nl">hbrunn@therp.nl</a>></li><li>Stefan Rijnhart <<a class="reference external" href="mailto:stefan@therp.nl">stefan@therp.nl</a>></li><li>Ronald Portier <<a class="reference external" href="mailto:ronald@therp.nl">ronald@therp.nl</a>></li><li>Sandy Carter <<a class="reference external" href="mailto:sandy.carter@savoirfairelinux.com">sandy.carter@savoirfairelinux.com</a>></li><li>Bruno Joliveau <<a class="reference external" href="mailto:bruno.joliveau@savoirfairelinux.com">bruno.joliveau@savoirfairelinux.com</a>></li><li>Adriana Ierfino <<a class="reference external" href="mailto:adriana.ierfino@savoirfairelinux.com">adriana.ierfino@savoirfairelinux.com</a>></li><li>Numigi (tm) and all its contributors (<a class="reference external" href="https://bit.ly/numigiens">https://bit.ly/numigiens</a>)</li></ul></div><div class="section" id="maintainers"><h2><a class="toc-backref" href="#id14">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 whosemission is to support the collaborative development of Odoo features andpromote its widespread use.</p><p>This module is part of the <a class="reference external" href="https://github.com/OCA/partner-contact/tree/12.0/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>
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