[13.0] [MIG] partner_multi_relation

partner_multi_relation/README.rst

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+=================
+Partner Relations
+=================
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |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/13.0/partner_multi_relation
+    :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_multi_relation
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/134/13.0
+    :alt: Try me on Runbot
+
+|badge1| |badge2| |badge3| |badge4| |badge5| 
+
+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.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+Relation Types
+~~~~~~~~~~~~~~
+
+Before being able to use relations, you'll have define some first.
+Do that in Contacts / Relations / Partner relations.
+
+.. image:: https://raw.githubusercontent.com/OCA/partner-contact/13.0/partner_multi_relation/static/description/relation_type_list.png
+
+A relation type has a name for both sides.
+
+.. image:: https://raw.githubusercontent.com/OCA/partner-contact/13.0/partner_multi_relation/static/description/relation_type_form_empty.png
+
+To have an assistant-relation, you would name one side 'is assistant of' and the other side 'has assistant'.
+
+.. image:: https://raw.githubusercontent.com/OCA/partner-contact/13.0/partner_multi_relation/static/description/relation_type_form_name_filled.png
+
+Partner Types
+~~~~~~~~~~~~~
+
+The `Partner Type` fields allow to constrain what type of partners can be used
+on the left and right sides of the relation.
+
+* In the example above, the assistant-relation only makes sense between people, so you would choose 'Person' for both partner types.
+
+.. image:: https://raw.githubusercontent.com/OCA/partner-contact/13.0/partner_multi_relation/static/description/relation_type_form_partner_type_filled.png
+
+* For a relation 'is a competitor of', both sides would be companies.
+* A relation 'has worked for' should have persons on the left side and companies on the right side.
+
+If you leave these fields empty, the relation is applicable to all types of partners.
+
+Partner Categories
+~~~~~~~~~~~~~~~~~~
+
+You may use categories (tags) to further specify the type of partners.
+
+You could for example enforce the 'is member of' relation to accept only companies with the label 'Organization' on the right side.
+
+.. image:: https://raw.githubusercontent.com/OCA/partner-contact/13.0/partner_multi_relation/static/description/relation_type_form_category_filled.png
+
+Reflexive
+~~~~~~~~~
+
+A reflexive relation type allows a partner to be in relation with himself.
+
+For example, the CEO of a company could be his own manager.
+
+.. image:: https://raw.githubusercontent.com/OCA/partner-contact/13.0/partner_multi_relation/static/description/relation_type_reflexive.png
+
+Symmetric
+~~~~~~~~~
+
+A symetric relation has the same value for the left and right sides.
+
+For example, in a competitor relation, both companies are competitors of each other. 
+
+.. image:: https://raw.githubusercontent.com/OCA/partner-contact/13.0/partner_multi_relation/static/description/relation_type_symmetric.png
+
+Invalid Relation Handling
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+When the configuration of a relation type changes, some relations between 2 partners may become invalid.
+
+For example, if the left partner type is set to `Person` and a relation already exists with a company on the right side,
+that relation becomes invalid.
+
+.. image:: https://raw.githubusercontent.com/OCA/partner-contact/13.0/partner_multi_relation/static/description/relation_type_invalid_handling.png
+
+What happens with invalid relations is customizable on the relation type.
+
+4 possible behaviors are available:
+
+* Do not allow change that will result in invalid relations
+* Allow existing relations that do not fit changed conditions
+* End relations per today, if they do not fit changed conditions
+* Delete relations that do not fit changed conditions
+
+Searching Partners With Relations
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To search for existing relations, go to `Contacts / Relations / Relations`.
+
+.. image:: https://raw.githubusercontent.com/OCA/partner-contact/13.0/partner_multi_relation/static/description/search_relation.png
+
+To find all assistants in your database, fill in 'assistant' and
+autocomplete will propose to search for this type of relation.
+
+.. image:: https://raw.githubusercontent.com/OCA/partner-contact/13.0/partner_multi_relation/static/description/search_relation_2.png
+
+Now if you want to find Colleen's assistant, you fill in 'Colleen' and one of the proposals
+is to search for partners having a relation with Colleen.
+
+.. image:: https://raw.githubusercontent.com/OCA/partner-contact/13.0/partner_multi_relation/static/description/search_relation_3.png
+
+Searching Relations From Partner View
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+A smart button is available on the partner form view to display the list of relations.
+
+.. image:: https://raw.githubusercontent.com/OCA/partner-contact/13.0/partner_multi_relation/static/description/partner_form_view_smart_button.png
+
+.. image:: https://raw.githubusercontent.com/OCA/partner-contact/13.0/partner_multi_relation/static/description/partner_form_view_smart_button_2.png
+
+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_multi_relation%0Aversion:%2013.0%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
+~~~~~~~
+
+* Therp BV
+* Camptocamp
+
+Contributors
+~~~~~~~~~~~~
+
+* Holger Brunn <[email protected]>
+* Stefan Rijnhart <[email protected]>
+* Ronald Portier <[email protected]>
+* Sandy Carter <[email protected]>
+* Bruno Joliveau <[email protected]>
+* Adriana Ierfino <[email protected]>
+* Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+
+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/13.0/partner_multi_relation>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

partner_multi_relation/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+from . import models

partner_multi_relation/__manifest__.py

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+# Copyright 2013-2017 Therp BV <http://therp.nl>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+{
+    "name": "Partner Relations",
+    "version": "13.0.1.0.0",
+    "author": "Therp BV,Camptocamp,Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/partner-contact",
+    "complexity": "normal",
+    "category": "Customer Relationship Management",
+    "license": "AGPL-3",
+    "depends": ["contacts", "sales_team"],
+    "demo": ["data/demo.xml"],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/res_partner_relation_all.xml",
+        "views/res_partner.xml",
+        "views/res_partner_relation_type.xml",
+        "views/menu.xml",
+    ],
+    "auto_install": False,
+    "installable": True,
+}

partner_multi_relation/data/demo.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <!-- Added partner categories and partners to this file, because it
+             turned out to be a bad idea to rely on demo data in base module,
+             that can change from release to release. Only dependency on
+             countries remain. They are less likely to change/disappear.
+        -->
+    <!-- Partner relation types -->
+    <record id="rel_type_assistant" model="res.partner.relation.type">
+        <field name="name">Is assistant of</field>
+        <field name="name_inverse">Has assistant</field>
+        <field name="contact_type_left">p</field>
+        <field name="contact_type_right">p</field>
+    </record>
+    <record id="rel_type_competitor" model="res.partner.relation.type">
+        <field name="name">Is competitor of</field>
+        <field name="name_inverse">Is competitor of</field>
+        <field name="contact_type_left">c</field>
+        <field name="contact_type_right">c</field>
+        <field name="is_symmetric" eval="True" />
+    </record>
+    <record id="rel_type_has_worked_for" model="res.partner.relation.type">
+        <field name="name">Has worked for</field>
+        <field name="name_inverse">Has former employee</field>
+        <field name="contact_type_left">p</field>
+        <field name="contact_type_right">c</field>
+    </record>
+    <!-- Categories -->
+    <record id="res_partner_category_pmr_0" model="res.partner.category">
+        <field name="name">Washing Companies</field>
+    </record>
+    <record id="res_partner_category_pmr_4" model="res.partner.category">
+        <field name="name">Washing Gold</field>
+        <field name="parent_id" ref="res_partner_category_pmr_0" />
+    </record>
+    <record id="res_partner_category_pmr_5" model="res.partner.category">
+        <field name="name">Washing Silver</field>
+        <field name="parent_id" ref="res_partner_category_pmr_0" />
+    </record>
+    <record id="res_partner_category_pmr_11" model="res.partner.category">
+        <field name="name">Washing Services</field>
+        <field name="parent_id" ref="res_partner_category_pmr_0" />
+    </record>
+    <!-- Partners -->
+    <record id="res_partner_pmr_great" model="res.partner">
+        <field name="name">Great Washing Powder Company</field>
+        <field
+            name="category_id"
+            eval="[(6, 0, [ref('res_partner_category_pmr_11'), ref('res_partner_category_pmr_4')])]"
+        />
+        <field name="is_company">1</field>
+        <field name="city">Le Bourget du Lac</field>
+        <field name="zip">73377</field>
+        <field name="phone">+33 4 49 23 44 54</field>
+        <field name="country_id" ref="base.fr" />
+        <field name="street">93, Press Avenue</field>
+        <field name="email">[email protected]</field>
+        <field name="website">http://www.great.com</field>
+    </record>
+    <record id="res_partner_pmr_best" model="res.partner">
+        <field name="name">Best Washing Powder Company</field>
+        <field
+            name="category_id"
+            eval="[(6, 0, [ref('res_partner_category_pmr_4'), ref('res_partner_category_pmr_11')])]"
+        />
+        <field name="is_company">1</field>
+        <field name="city">Champs sur Marne</field>
+        <field name="zip">77420</field>
+        <field name="country_id" ref="base.fr" />
+        <field name="email">[email protected]</field>
+        <field name="phone">+33 1 64 61 04 01</field>
+        <field name="street">12 rue Albert Einstein</field>
+        <field name="website">http://www.best.com/</field>
+    </record>
+    <record id="res_partner_pmr_super" model="res.partner">
+        <field name="name">Super Washing Powder Company</field>
+        <field name="category_id" eval="[(6,0,[ref('res_partner_category_pmr_5')])]" />
+        <field name="is_company">1</field>
+        <field name="street">3rd Floor, Room 3-C,</field>
+        <field
+            name="street2"
+        >Carretera Panamericana, Km 1, Urb. Delgado Chalbaud</field>
+        <field name="city">Caracas</field>
+        <field name="zip">1090</field>
+        <field name="email">[email protected]</field>
+        <field name="phone">+58 212 681 0538</field>
+        <field name="country_id" ref="base.ve" />
+        <field name="website">super.com</field>
+    </record>
+    <!-- Relations -->
+    <record id="rel_1" model="res.partner.relation">
+        <field name="left_partner_id" ref="res_partner_pmr_great" />
+        <field name="right_partner_id" ref="res_partner_pmr_super" />
+        <field name="type_id" ref="rel_type_competitor" />
+    </record>
+    <record id="rel_2" model="res.partner.relation">
+        <field name="left_partner_id" ref="res_partner_pmr_best" />
+        <field name="right_partner_id" ref="res_partner_pmr_super" />
+        <field name="type_id" ref="rel_type_competitor" />
+    </record>
+    <record id="rel_3" model="res.partner.relation">
+        <field name="left_partner_id" ref="res_partner_pmr_great" />
+        <field name="right_partner_id" ref="res_partner_pmr_best" />
+        <field name="type_id" ref="rel_type_competitor" />
+    </record>
+</odoo>