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.
 
 
jbeficent d9df3952c8 only users beloning to group 'Manually' should be able to merge partners from the partner list views (action 'Merge automatically') Use <record id="crm.action_partner_merge"... to change only affected field. 9 years ago
..
i18n Translated using Weblate (Spanish) 6 years ago
models [MIG] partner_identification: Migration to 12.0 6 years ago
readme [MIG] partner_identification: Migration to 12.0 6 years ago
security [IMP] Rename partner_identifiers -> partner_identification 6 years ago
static/description [UPD] README.rst 6 years ago
tests [MIG] partner_identification: Migration to 12.0 6 years ago
views [11.0][MIG] partner_identification 6 years ago
README.rst [MIG] partner_identification: Migration to 12.0 6 years ago
__init__.py partner_identification: fix/imp tests on res.partner 6 years ago
__manifest__.py [MIG] partner_identification: Migration to 12.0 6 years ago

README.rst

==============================
Partner Identification Numbers
==============================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github
:target: https://github.com/OCA/partner-contact/tree/12.0/partner_identification
:alt: OCA/partner-contact
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/partner-contact-12-0/partner-contact-12-0-partner_identification
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/134/12.0
:alt: Try me on Runbot

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows to manage all sort of identification numbers
and certificates which are assigned to a partner (company or individual)
and vary from country to country.

* Commercial register
* VAT ID
* Fiscal ID's
* Membership numbers
* Driver license
* etc

**Table of contents**

.. contents::
:local:

Configuration
=============

Configure all ID types you need in Contacts > Configuration > Partner ID Categories.
For example, we create a category 'Driver License':

Name:
Name of this ID type. For example, 'Driver License'
Code:
Code, abbreviation or acronym of this ID type. For example, 'driver_license'
Python validation code:
Optional python code called to validate ID numbers of this ID type. This functionality can be
overridden by setting ``id_no_validate`` to ``True`` in the context, such as:

.. code-block:: python

partner.with_context(id_no_validate=True).write({
'name': 'Bad Value',
'category_id': self.env.ref('id_category_only_numerics').id,
})

Usage
=====

In partner form you will see another tab called 'ID Numbers'. You can add
any IDs to this partner, defining:

Category:
ID type defined in configuration. For example, Driver License
ID Number:
The ID itself. For example, Driver License number of this person
Issued by:
Another partner, who issued this ID. For example, Traffic National Institution
Place of Issuance:
The place where the ID has been issued. For example the country for passports and visa
Valid from:
Issued date. For example, date when person approved his driving exam, 21/10/2009
Valid until:
Expiration date. For example, date when person needs to renew his driver license, 21/10/2019
Status:
ID status. For example new/to renew/expired
Notes:
Any further information related with this ID. For example, vehicle types this person can drive

Known issues / Roadmap
======================

* If you want to search a partner by ID you will use advance search form.
You can't search by issuer, valid dates, category or notes.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/partner-contact/issues>`_.
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
`feedback <https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_identification%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* ChriCar Beteiligungs- und Beratungs- GmbH
* Tecnativa
* Camptocamp
* ACSONE SA/NV
* LasLabs
* Onestein

Contributors
~~~~~~~~~~~~

* Antonio Espinosa <antonio.espinosa@tecnativa.com>
* Ferdinand Gassauer <office@chrcar.at>
* Gerhard Könighofer <gerhard.koenighofer@swing-system.com>
* Laurent Mignon <laurent.mignon@acsone.eu>
* Jairo Llopis <jairo.llopis@tecnativa.com>
* Dave Lasley <dave@laslabs.com>
* Simone Orsi <simone.orsi@camptocamp.com>
* Dennis Sluijk <d.sluijk@onestein.nl>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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.

This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/12.0/partner_identification>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.