From f0674fba0977a479e3e4401632d63e26972211c4 Mon Sep 17 00:00:00 2001 From: Sandy Carter Date: Tue, 7 Apr 2015 14:29:42 -0400 Subject: [PATCH] Move description into OCA description template --- partner_relations/README.rst | 89 ++++++++++++++++++++++++++++++++ partner_relations/__openerp__.py | 43 --------------- 2 files changed, 89 insertions(+), 43 deletions(-) create mode 100644 partner_relations/README.rst diff --git a/partner_relations/README.rst b/partner_relations/README.rst new file mode 100644 index 000000000..5b891c692 --- /dev/null +++ b/partner_relations/README.rst @@ -0,0 +1,89 @@ +.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg + :alt: License + +Partner Relations +================= + +This module aims to provide generic means to model relations between partners. + +Examples would be 'is sibling of' or 'is friend of', but also 'has contract X +with' or 'is assistant of'. This way, you can encode your knowledge about your +partners directly in your partner list. + +Installation +============ + +Configuration +============= + +Usage +===== + +Before being able to use relations, you'll have define some first. Do that in +Sales / Configuration / Address Book / Partner relations. Here, you need to +name both sides of the relation: To have an assistant-relation, you would name +one side 'is assistant of' and the other side 'has assistant'. This relation +only makes sense between people, so you would choose 'Person' for both partner +types. For the relation 'is a competitor of', both sides would be companies, +while the relation 'has worked for' should have persons on the left side and +companies on the right side. If you leave this field empty, the relation is +applicable to all types of partners. + +If you use categories to further specify the type of partners, you could for +example enforce that the 'is member of' relation can only have companies with +label 'Organization' on the left side. + +Now open a partner and choose relations as appropriate in the 'Relations' tab. + +Searching partners with relations +--------------------------------- + +Searching for relations is integrated transparently into the partner search +form. To find all assistants in your database, fill in 'is assistant of' and +autocomplete will propose to search for partners having this relation. Now if +you want to find Anna's assistant, you fill in 'Anna' and one of the proposals +is to search for partners having a relation with Anna. This results in Anna's +assistant(s), as you searched for assistants before. + +By default, only active, not expired relations are shown. If you need to find +partners that had some relation at a certain date, fill in that date in the +search box and one of the proposals is to search for relations valid at that +date. + +More info +--------- + +For further information, please visit: + + * https://www.odoo.com/forum/help-1 + +Known issues / Roadmap +====================== + +Credits +======= + +Contributors +------------ + +* Holger Brunn +* Stefan Rijnhart +* Ronald Portier +* Sandy Carter +* Bruno Joliveau +* Adriana Ierfino + +Maintainer +---------- + +.. image:: http://odoo-community.org/logo.png + :alt: Odoo Community Association + :target: http://odoo-community.org + +This module is maintained by the OCA. + +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. + +To contribute to this module, please visit http://odoo-community.org. diff --git a/partner_relations/__openerp__.py b/partner_relations/__openerp__.py index 3ab1a70de..976c7b1fc 100644 --- a/partner_relations/__openerp__.py +++ b/partner_relations/__openerp__.py @@ -23,49 +23,6 @@ "version": "1.1", "author": "Therp BV,Odoo Community Association (OCA)", "complexity": "normal", - "description": """ -Introduction ------------- - -This addon aims to provide generic means to model relations between partners. - -Examples would be 'is sibling of' or 'is friend of', but also 'has contract X -with' or 'is assistant of'. This way, you can enode your knowledge about your -partners directly in your partner list. - -Usage ------ - -Before being able to use relations, you'll have define some first. Do that in -Sales / Configuration / Address Book / Partner relations. Here, you need to -name both sides of the relation: To have an assistant-relation, you would name -one side 'is assistant of' and the other side 'has assistant'. This relation -only makes sense between people, so you would choose 'Person' for both partner -types. For the relation 'is a competitor of', both sides would be companies, -while the relation 'has worked for' should have persons on the left side and -companies on the right side. If you leave this field empty, the relation is -applicable to all types of partners. - -If you use categories to further specify the type of partners, you could for -example enforce that the 'is member of' relation can only have companies with -label 'Organization' on the left side. - -Now open a partner and choose relations as appropriate in the 'Relations' tab. - -Searching partners with relations ---------------------------------- - -Searching for relations is integrated transparently into the partner search -form. To find all assistants in your database, fill in 'is assistant of' and -autocomplete will propose to search for partners having this relation. Now if -you want to find Anna's assistant, you fill in 'Anna' and one of the proposals -is to search for partners having a relation with Anna. This results in Anna's -assistant(s), as you searched for assistants before. - -By default, only active, not expired relations are shown. If you need to find -partners that had some relation at a certain date, fill in that date in the -search box and one of the proposals is to search for relations valid at that -date.""", "category": "Customer Relationship Management", "depends": [ 'base',