David Dufresne
6 years ago
committed by
Pedro M. Baeza
Pedro M. Baeza
30 changed files with 1199 additions and 437 deletions
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189partner_multi_relation/README.rst
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1partner_multi_relation/__init__.py
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2partner_multi_relation/__manifest__.py
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317partner_multi_relation/i18n/fr.po
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290partner_multi_relation/i18n/fr_CA.po
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174partner_multi_relation/i18n/partner_multi_relation.pot
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1partner_multi_relation/models/__init__.py
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7partner_multi_relation/readme/CONTRIBUTORS.rst
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5partner_multi_relation/readme/DESCRIPTION.rst
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102partner_multi_relation/readme/USAGE.rst
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517partner_multi_relation/static/description/index.html
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BINpartner_multi_relation/static/description/partner_form_view_smart_button.png
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BINpartner_multi_relation/static/description/partner_form_view_smart_button_2.png
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BINpartner_multi_relation/static/description/relation_type_form_category_filled.png
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BINpartner_multi_relation/static/description/relation_type_form_empty.png
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BINpartner_multi_relation/static/description/relation_type_form_name_filled.png
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BINpartner_multi_relation/static/description/relation_type_form_partner_type_filled.png
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BINpartner_multi_relation/static/description/relation_type_invalid_handling.png
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BINpartner_multi_relation/static/description/relation_type_list.png
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BINpartner_multi_relation/static/description/relation_type_reflexive.png
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BINpartner_multi_relation/static/description/relation_type_symmetric.png
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BINpartner_multi_relation/static/description/search_relation.png
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BINpartner_multi_relation/static/description/search_relation_2.png
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BINpartner_multi_relation/static/description/search_relation_3.png
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1partner_multi_relation/tests/__init__.py
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5partner_multi_relation/tests/test_partner_relation.py
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4partner_multi_relation/tests/test_partner_relation_all.py
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14partner_multi_relation/views/res_partner.xml
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6partner_multi_relation/views/res_partner_relation_all.xml
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1setup/_metapackage/setup.py
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# Copyright 2013-2017 Therp BV <http://therp.nl> |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). |
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from . import models |
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from . import tests |
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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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This module aims to provide generic means to model relations between partners. |
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Examples would be 'is sibling of' or 'is friend of', but also 'has contract X |
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with' or 'is assistant of'. This way, you can encode your knowledge about your |
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partners directly in your partner list. |
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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. |
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Do that in Contacts / Relations / Partner relations. |
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_list.png |
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A relation type has a name for both sides. |
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_empty.png |
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To have an assistant-relation, you would name one side 'is assistant of' and the other side 'has assistant'. |
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.. 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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Partner Types |
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~~~~~~~~~~~~~ |
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The `Partner Type` fields allow to constrain what type of partners can be used |
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on the left and right sides of the relation. |
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* In the example above, the assistant-relation only makes sense between people, so you would choose 'Person' for both partner types. |
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.. 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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* 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 companies on the right side. |
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If you leave these fields empty, the relation is applicable to all types 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 companies with the label 'Organization' on the right side. |
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.. 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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Reflexive |
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~~~~~~~~~ |
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A reflexive relation type allows a partner to be in relation with himself. |
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For example, the CEO of a company could be his own manager. |
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_reflexive.png |
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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 each other. |
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_symmetric.png |
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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 between 2 partners may become invalid. |
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For example, if the left partner type is set to `Person` and a relation already exists with a company on the right side, |
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that relation becomes invalid. |
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_invalid_handling.png |
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What happens with invalid relations is customizable on the relation 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 / Relations`. |
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation.png |
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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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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation_2.png |
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Now if you want to find Colleen's assistant, you fill in 'Colleen' and one of the proposals |
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is to search for partners having a relation with Colleen. |
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation_3.png |
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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 of relations. |
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.. 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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.. 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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<div class="document" id="partner-relations"> |
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<h1 class="title">Partner Relations</h1> |
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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/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> |
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<p>This module aims to provide generic means to model relations between partners.</p> |
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<p>Examples would be ‘is sibling of’ or ‘is friend of’, but also ‘has contract X |
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with’ or ‘is assistant of’. This way, you can encode your knowledge about your |
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partners directly in your partner list.</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-types" id="id2">Relation Types</a></li> |
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<li><a class="reference internal" href="#partner-types" id="id3">Partner Types</a></li> |
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<li><a class="reference internal" href="#partner-categories" id="id4">Partner Categories</a></li> |
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<li><a class="reference internal" href="#reflexive" id="id5">Reflexive</a></li> |
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<li><a class="reference internal" href="#symmetric" id="id6">Symmetric</a></li> |
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<li><a class="reference internal" href="#invalid-relation-handling" id="id7">Invalid Relation Handling</a></li> |
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<li><a class="reference internal" href="#searching-partners-with-relations" id="id8">Searching Partners With Relations</a></li> |
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<li><a class="reference internal" href="#searching-relations-from-partner-view" id="id9">Searching Relations From Partner View</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="id10">Bug Tracker</a></li> |
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<li><a class="reference internal" href="#credits" id="id11">Credits</a><ul> |
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<li><a class="reference internal" href="#authors" id="id12">Authors</a></li> |
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<li><a class="reference internal" href="#contributors" id="id13">Contributors</a></li> |
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<li><a class="reference internal" href="#maintainers" id="id14">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-types"> |
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<h2><a class="toc-backref" href="#id2">Relation Types</a></h2> |
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<p>Before being able to use relations, you’ll have define some first. |
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Do that in Contacts / Relations / Partner relations.</p> |
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<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" /> |
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<p>A relation type has a name for both sides.</p> |
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<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" /> |
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<p>To have an assistant-relation, you would name one side ‘is assistant of’ and the other side ‘has assistant’.</p> |
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<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" /> |
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</div> |
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<div class="section" id="partner-types"> |
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<h2><a class="toc-backref" href="#id3">Partner Types</a></h2> |
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<p>The <cite>Partner Type</cite> fields allow to constrain what type of partners can be used |
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on the left and right sides of the relation.</p> |
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<ul class="simple"> |
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<li>In the example above, the assistant-relation only makes sense between people, so you would choose ‘Person’ for both partner types.</li> |
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</ul> |
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<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" /> |
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<ul class="simple"> |
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<li>For a relation ‘is a competitor of’, both sides would be companies.</li> |
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<li>A relation ‘has worked for’ should have persons on the left side and companies on the right side.</li> |
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</ul> |
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<p>If you leave these fields empty, the relation is applicable to all types of partners.</p> |
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</div> |
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<div class="section" id="partner-categories"> |
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<h2><a class="toc-backref" href="#id4">Partner Categories</a></h2> |
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<p>You may use categories (tags) to further specify the type of partners.</p> |
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<p>You could for example enforce the ‘is member of’ relation to accept only companies with the label ‘Organization’ on the right side.</p> |
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<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" /> |
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</div> |
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<div class="section" id="reflexive"> |
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<h2><a class="toc-backref" href="#id5">Reflexive</a></h2> |
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<p>A reflexive relation type allows a partner to be in relation with himself.</p> |
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<p>For example, the CEO of a company could be his own manager.</p> |
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<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" /> |
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</div> |
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<div class="section" id="symmetric"> |
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<h2><a class="toc-backref" href="#id6">Symmetric</a></h2> |
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<p>A symetric relation has the same value for the left and right sides.</p> |
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<p>For example, in a competitor relation, both companies are competitors of each other.</p> |
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<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" /> |
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</div> |
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<div class="section" id="invalid-relation-handling"> |
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<h2><a class="toc-backref" href="#id7">Invalid Relation Handling</a></h2> |
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<p>When the configuration of a relation type changes, some relations between 2 partners may become invalid.</p> |
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<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, |
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that relation becomes invalid.</p> |
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<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" /> |
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<p>What happens with invalid relations is customizable on the relation type.</p> |
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<p>4 possible behaviors are available:</p> |
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<ul class="simple"> |
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<li>Do not allow change that will result in invalid relations</li> |
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<li>Allow existing relations that do not fit changed conditions</li> |
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<li>End relations per today, if they do not fit changed conditions</li> |
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<li>Delete relations that do not fit changed conditions</li> |
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</ul> |
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</div> |
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<div class="section" id="searching-partners-with-relations"> |
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<h2><a class="toc-backref" href="#id8">Searching Partners With Relations</a></h2> |
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<p>To search for existing relations, go to <cite>Contacts / Relations / Relations</cite>.</p> |
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<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" /> |
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<p>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.</p> |
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<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" /> |
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<p>Now if you want to find Colleen’s assistant, you fill in ‘Colleen’ and one of the proposals |
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is to search for partners having a relation with Colleen.</p> |
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<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" /> |
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</div> |
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<div class="section" id="searching-relations-from-partner-view"> |
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<h2><a class="toc-backref" href="#id9">Searching Relations From Partner View</a></h2> |
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<p>A smart button is available on the partner form view to display the list of relations.</p> |
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<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" /> |
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<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" /> |
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</div> |
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</div> |
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<div class="section" id="bug-tracker"> |
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<h1><a class="toc-backref" href="#id10">Bug Tracker</a></h1> |
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/partner-contact/issues">GitHub Issues</a>. |
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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 smashing it by providing a detailed and welcomed |
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<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> |
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<p>Do not contact contributors directly about support or help with technical issues.</p> |
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</div> |
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<div class="section" id="credits"> |
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<h1><a class="toc-backref" href="#id11">Credits</a></h1> |
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<div class="section" id="authors"> |
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<h2><a class="toc-backref" href="#id12">Authors</a></h2> |
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<ul class="simple"> |
|||
<li>Therp BV</li> |
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<li>Camptocamp</li> |
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</ul> |
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</div> |
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<div class="section" id="contributors"> |
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<h2><a class="toc-backref" href="#id13">Contributors</a></h2> |
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<ul class="simple"> |
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<li>Holger Brunn <<a class="reference external" href="mailto:hbrunn@therp.nl">hbrunn@therp.nl</a>></li> |
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<li>Stefan Rijnhart <<a class="reference external" href="mailto:stefan@therp.nl">stefan@therp.nl</a>></li> |
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<li>Ronald Portier <<a class="reference external" href="mailto:ronald@therp.nl">ronald@therp.nl</a>></li> |
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<li>Sandy Carter <<a class="reference external" href="mailto:sandy.carter@savoirfairelinux.com">sandy.carter@savoirfairelinux.com</a>></li> |
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<li>Bruno Joliveau <<a class="reference external" href="mailto:bruno.joliveau@savoirfairelinux.com">bruno.joliveau@savoirfairelinux.com</a>></li> |
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<li>Adriana Ierfino <<a class="reference external" href="mailto:adriana.ierfino@savoirfairelinux.com">adriana.ierfino@savoirfairelinux.com</a>></li> |
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<li>Numigi (tm) and all its contributors (<a class="reference external" href="https://bit.ly/numigiens">https://bit.ly/numigiens</a>)</li> |
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</ul> |
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</div> |
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<div class="section" id="maintainers"> |
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<h2><a class="toc-backref" href="#id14">Maintainers</a></h2> |
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<p>This module is maintained by the OCA.</p> |
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> |
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<p>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.</p> |
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<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> |
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<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> |
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</div> |
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</div> |
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</div> |
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</body> |
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