You can not select more than 25 topics
Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
97 lines
3.7 KiB
97 lines
3.7 KiB
# -*- coding: utf-8 -*-
|
|
##############################################################################
|
|
#
|
|
# OpenERP, Open Source Management Solution
|
|
# This module copyright (C) 2013 Therp BV (<http://therp.nl>).
|
|
#
|
|
# This program is free software: you can redistribute it and/or modify
|
|
# it under the terms of the GNU Affero General Public License as
|
|
# published by the Free Software Foundation, either version 3 of the
|
|
# License, or (at your option) any later version.
|
|
#
|
|
# This program is distributed in the hope that it will be useful,
|
|
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
|
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
|
# GNU Affero General Public License for more details.
|
|
#
|
|
# You should have received a copy of the GNU Affero General Public License
|
|
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
|
#
|
|
##############################################################################
|
|
{
|
|
"name": "Partner relations",
|
|
"version": "1.1",
|
|
"author": "Therp BV",
|
|
"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',
|
|
'web_m2x_options',
|
|
'web_tree_many2one_clickable',
|
|
],
|
|
"demo": [
|
|
"data/demo.xml",
|
|
],
|
|
"data": [
|
|
"view/res_partner_relation_all.xml",
|
|
'view/res_partner.xml',
|
|
'view/res_partner_relation.xml',
|
|
'view/res_partner_relation_type.xml',
|
|
'view/menu.xml',
|
|
'security/ir.model.access.csv',
|
|
],
|
|
"js": [
|
|
],
|
|
"css": [
|
|
],
|
|
"qweb": [
|
|
],
|
|
"auto_install": False,
|
|
"installable": True,
|
|
"external_dependencies": {
|
|
'python': [],
|
|
},
|
|
}
|