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72 lines
2.8 KiB
72 lines
2.8 KiB
# -*- coding: utf-8 -*-
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# © 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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{
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"name": "Partner relations",
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"version": "7.0.1.1.1",
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"author": "Therp BV,Odoo Community Association (OCA)",
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"license": "AGPL-3",
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"complexity": "normal",
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"description": """
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Introduction
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------------
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This addon 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 enode your knowledge about your
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partners directly in your partner list.
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Usage
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-----
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Before being able to use relations, you'll have define some first. Do that in
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Sales / Configuration / Address Book / Partner relations. Here, you need to
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name both sides of the relation: To have an assistant-relation, you would name
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one side 'is assistant of' and the other side 'has assistant'. This relation
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only makes sense between people, so you would choose 'Person' for both partner
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types. For the relation 'is a competitor of', both sides would be companies,
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while the relation 'has worked for' should have persons on the left side and
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companies on the right side. If you leave this field empty, the relation is
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applicable to all types of partners.
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If you use categories to further specify the type of partners, you could for
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example enforce that the 'is member of' relation can only have companies with
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label 'Organization' on the left side.
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Now open a partner and choose relations as appropriate in the 'Relations' tab.
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Searching partners with relations
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---------------------------------
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Searching for relations is integrated transparently into the partner search
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form. To find all assistants in your database, fill in 'is assistant of' and
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autocomplete will propose to search for partners having this relation. Now if
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you want to find Anna's assistant, you fill in 'Anna' and one of the proposals
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is to search for partners having a relation with Anna. This results in Anna's
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assistant(s), as you searched for assistants before.
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By default, only active, not expired relations are shown. If you need to find
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partners that had some relation at a certain date, fill in that date in the
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search box and one of the proposals is to search for relations valid at that
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date.""",
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"category": "Customer Relationship Management",
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"depends": [
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'base',
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'web_m2x_options',
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'web_tree_many2one_clickable',
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],
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"demo": [
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"data/demo.xml",
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],
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"data": [
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"view/res_partner_relation_all.xml",
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'view/res_partner.xml',
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'view/res_partner_relation.xml',
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'view/res_partner_relation_type.xml',
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'view/menu.xml',
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'security/ir.model.access.csv',
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],
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"auto_install": False,
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"installable": True,
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}
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