Ronald Portier
6 years ago
11 changed files with 742 additions and 34 deletions
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160partner_multi_relation_tabs/README.rst
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5partner_multi_relation_tabs/readme/CONTRIBUTORS.rst
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9partner_multi_relation_tabs/readme/DESCRIPTION.rst
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78partner_multi_relation_tabs/readme/USAGE.rst
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497partner_multi_relation_tabs/static/description/index.html
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BINpartner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-display.png
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BINpartner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-edit.png
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BINpartner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-search.png
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BINpartner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-type-configuration.png
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BINpartner_multi_relation_tabs/static/description/partner_multi_relation_tabs-tab-configuration.png
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27partner_multi_relation_tabs/views/res_partner_tab.xml
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* Holger Brunn <hbrunn@therp.nl> |
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* Alexandre Fayolle <alexandre.fayolle@camptocamp.com> |
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* Stéphane Bidoul <stephane.bidoul@acsone.eu> |
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* Ronald Portier <ronald@therp.nl> |
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* George Daramouskas <gdaramouskas@therp.nl> |
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This module adds the possibility to show certain partner relations in a |
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tab on the partner form, in addition to in the list of all relations. |
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|
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This can be useful if certain relation types are regularly used and should |
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be overseeable at a glace. |
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|
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For instance you can make a tab named 'board' that will show all the board |
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members of a company, by showing the relations of types ceo, cto, cfo and |
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board member. |
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Relation Type Tabs |
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~~~~~~~~~~~~~~~~~~ |
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|
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Before being able to show certain types of relations on a tab in the partner |
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form, you will have to define the tab. |
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|
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Do that in Partners / Partners / Contacts / Relation Tabs. |
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|
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-tab-configuration.png |
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|
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If you specify nothing, the tab will be shown on all partner forms that have |
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tabs (page elements). Normally you will select to show the tab only on |
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partners that are companies/organisations, or only for persons. You can also |
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select a category to further limit for which partners the tab wil be shown. |
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|
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The possibility exists to show a tab only on specific partners. For instance |
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on your own company partner. |
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|
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Relation Types |
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~~~~~~~~~~~~~~ |
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|
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In configuring the relation types, you can select which type of relation will |
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be shown on which tab. It is possible to show multiple types on one tab. |
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|
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Do that in Partners / Partners / Contacts / Partner Relation Types. |
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For example on a 'executive board' tab, you might want to show the CEO of a |
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company, but also the CFO, the CTO and normal board members. |
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|
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You might specify a tab for both the 'left side' of a relation, as for the |
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'right side' or inverse relation. So a relation 'company has ceo', with |
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inverse type 'person is ceo of' might specify the 'board' tab for the |
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company type of the relation, but possibly a 'positions held' tab for the |
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person side of the relation, so on the partner form of a person you see in |
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one tab all positions or functions a person has, regardless in which company |
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or organisation. |
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For each side of a relation, the partner contact type and the partner category |
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must be consistent with those specified for the tab. |
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-type-configuration.png |
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Partner Form |
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~~~~~~~~~~~~ |
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|
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The partner form will contain extra tab pages, for each tab that is |
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appropiate for that partner. So a company partner does not show the tabs that |
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are meant for persons and vice versa. Also tabs meant for partners with |
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a certain category/label will only show if partners have that label. |
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|
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When adding relations on a tab, only relation types appropiate for that tab |
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can be selected. |
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|
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Example of adding a relation: |
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|
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-edit.png |
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|
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Example of a filled out board tab: |
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|
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-display.png |
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|
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Deleting tabs |
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~~~~~~~~~~~~~ |
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When a tab is deleted, this will in no way effect the existing relations |
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However the references on the relation types to the deleted tabs will also be |
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cleared. |
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|
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Searching Relations by Tab |
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~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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|
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You can search relations with the tab on which they are shown. For instance |
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to find all board members. |
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Do that in Partners / Partners / Partner Relations. |
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|
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-search.png |
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</head> |
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<body> |
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<div class="document" id="show-partner-relations-in-own-tab"> |
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<h1 class="title">Show partner relations in own tab</h1> |
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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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<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/10.0/partner_multi_relation_tabs"><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-10-0/partner-contact-10-0-partner_multi_relation_tabs"><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/134/10.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> |
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<p>This module adds the possibility to show certain partner relations in a |
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tab on the partner form, in addition to in the list of all relations.</p> |
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<p>This can be useful if certain relation types are regularly used and should |
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be overseeable at a glace.</p> |
|||
<p>For instance you can make a tab named ‘board’ that will show all the board |
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members of a company, by showing the relations of types ceo, cto, cfo and |
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board member.</p> |
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<p><strong>Table of contents</strong></p> |
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<div class="contents local topic" id="contents"> |
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<ul class="simple"> |
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<li><a class="reference internal" href="#usage" id="id1">Usage</a><ul> |
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<li><a class="reference internal" href="#relation-type-tabs" id="id2">Relation Type Tabs</a></li> |
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<li><a class="reference internal" href="#relation-types" id="id3">Relation Types</a></li> |
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<li><a class="reference internal" href="#partner-form" id="id4">Partner Form</a></li> |
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<li><a class="reference internal" href="#deleting-tabs" id="id5">Deleting tabs</a></li> |
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<li><a class="reference internal" href="#searching-relations-by-tab" id="id6">Searching Relations by Tab</a></li> |
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</ul> |
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</li> |
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<li><a class="reference internal" href="#bug-tracker" id="id7">Bug Tracker</a></li> |
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<li><a class="reference internal" href="#credits" id="id8">Credits</a><ul> |
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<li><a class="reference internal" href="#authors" id="id9">Authors</a></li> |
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<li><a class="reference internal" href="#contributors" id="id10">Contributors</a></li> |
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<li><a class="reference internal" href="#maintainers" id="id11">Maintainers</a></li> |
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</ul> |
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</li> |
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</ul> |
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</div> |
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<div class="section" id="usage"> |
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<h1><a class="toc-backref" href="#id1">Usage</a></h1> |
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<div class="section" id="relation-type-tabs"> |
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<h2><a class="toc-backref" href="#id2">Relation Type Tabs</a></h2> |
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<p>Before being able to show certain types of relations on a tab in the partner |
|||
form, you will have to define the tab.</p> |
|||
<p>Do that in Partners / Partners / Contacts / Relation Tabs.</p> |
|||
<img alt="https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-tab-configuration.png" src="https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-tab-configuration.png" /> |
|||
<p>If you specify nothing, the tab will be shown on all partner forms that have |
|||
tabs (page elements). Normally you will select to show the tab only on |
|||
partners that are companies/organisations, or only for persons. You can also |
|||
select a category to further limit for which partners the tab wil be shown.</p> |
|||
<p>The possibility exists to show a tab only on specific partners. For instance |
|||
on your own company partner.</p> |
|||
</div> |
|||
<div class="section" id="relation-types"> |
|||
<h2><a class="toc-backref" href="#id3">Relation Types</a></h2> |
|||
<p>In configuring the relation types, you can select which type of relation will |
|||
be shown on which tab. It is possible to show multiple types on one tab.</p> |
|||
<p>Do that in Partners / Partners / Contacts / Partner Relation Types.</p> |
|||
<p>For example on a ‘executive board’ tab, you might want to show the CEO of a |
|||
company, but also the CFO, the CTO and normal board members.</p> |
|||
<p>You might specify a tab for both the ‘left side’ of a relation, as for the |
|||
‘right side’ or inverse relation. So a relation ‘company has ceo’, with |
|||
inverse type ‘person is ceo of’ might specify the ‘board’ tab for the |
|||
company type of the relation, but possibly a ‘positions held’ tab for the |
|||
person side of the relation, so on the partner form of a person you see in |
|||
one tab all positions or functions a person has, regardless in which company |
|||
or organisation.</p> |
|||
<p>For each side of a relation, the partner contact type and the partner category |
|||
must be consistent with those specified for the tab.</p> |
|||
<img alt="https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-type-configuration.png" src="https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-type-configuration.png" /> |
|||
</div> |
|||
<div class="section" id="partner-form"> |
|||
<h2><a class="toc-backref" href="#id4">Partner Form</a></h2> |
|||
<p>The partner form will contain extra tab pages, for each tab that is |
|||
appropiate for that partner. So a company partner does not show the tabs that |
|||
are meant for persons and vice versa. Also tabs meant for partners with |
|||
a certain category/label will only show if partners have that label.</p> |
|||
<p>When adding relations on a tab, only relation types appropiate for that tab |
|||
can be selected.</p> |
|||
<p>Example of adding a relation:</p> |
|||
<img alt="https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-edit.png" src="https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-edit.png" /> |
|||
<p>Example of a filled out board tab:</p> |
|||
<img alt="https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-display.png" src="https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-display.png" /> |
|||
</div> |
|||
<div class="section" id="deleting-tabs"> |
|||
<h2><a class="toc-backref" href="#id5">Deleting tabs</a></h2> |
|||
<p>When a tab is deleted, this will in no way effect the existing relations</p> |
|||
<p>However the references on the relation types to the deleted tabs will also be |
|||
cleared.</p> |
|||
</div> |
|||
<div class="section" id="searching-relations-by-tab"> |
|||
<h2><a class="toc-backref" href="#id6">Searching Relations by Tab</a></h2> |
|||
<p>You can search relations with the tab on which they are shown. For instance |
|||
to find all board members.</p> |
|||
<p>Do that in Partners / Partners / Partner Relations.</p> |
|||
<img alt="https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-search.png" src="https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-search.png" /> |
|||
</div> |
|||
</div> |
|||
<div class="section" id="bug-tracker"> |
|||
<h1><a class="toc-backref" href="#id7">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_tabs%0Aversion:%2010.0%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="#id8">Credits</a></h1> |
|||
<div class="section" id="authors"> |
|||
<h2><a class="toc-backref" href="#id9">Authors</a></h2> |
|||
<ul class="simple"> |
|||
<li>Therp BV</li> |
|||
</ul> |
|||
</div> |
|||
<div class="section" id="contributors"> |
|||
<h2><a class="toc-backref" href="#id10">Contributors</a></h2> |
|||
<ul class="simple"> |
|||
<li>Holger Brunn <<a class="reference external" href="mailto:hbrunn@therp.nl">hbrunn@therp.nl</a>></li> |
|||
<li>Alexandre Fayolle <<a class="reference external" href="mailto:alexandre.fayolle@camptocamp.com">alexandre.fayolle@camptocamp.com</a>></li> |
|||
<li>Stéphane Bidoul <<a class="reference external" href="mailto:stephane.bidoul@acsone.eu">stephane.bidoul@acsone.eu</a>></li> |
|||
<li>Ronald Portier <<a class="reference external" href="mailto:ronald@therp.nl">ronald@therp.nl</a>></li> |
|||
<li>George Daramouskas <<a class="reference external" href="mailto:gdaramouskas@therp.nl">gdaramouskas@therp.nl</a>></li> |
|||
</ul> |
|||
</div> |
|||
<div class="section" id="maintainers"> |
|||
<h2><a class="toc-backref" href="#id11">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/10.0/partner_multi_relation_tabs">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> |
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