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README.rst partner_identification: fix/imp tests on res.partner 7 years ago
__init__.py partner_identification: fix/imp tests on res.partner 7 years ago
__manifest__.py partner_identification: fix/imp tests on res.partner 7 years ago

README.rst

.. 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

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

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


Installation
============

No specific installation step required.


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

.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
:alt: Try me on Runbot
:target: https://runbot.odoo-community.org/runbot/134/11.0


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 smash it by providing detailed and welcomed feedback.


Credits
=======

Images
------

* Odoo Community Association: `Icon <https://odoo-community.org/logo.png>`_.


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>


Maintainer
----------

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