Package: odoo14-addon-partner-multi-relation
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 contentsUsageRelation TypesPartner TypesPartner CategoriesReflexiveSymmetricInvalid Relation HandlingSearching Partners With RelationsSearching Relations From Partner ViewBug TrackerCreditsAuthorsContributorsMaintainersUsageRelation TypesBefore being able to use relations, you’ll have define some first.
Do that in Contacts / Relations / Partner relations.A relation type has a name for both sides.To have an assistant-relation, you would name one side ‘is assistant of’ and the other side ‘has assistant’.Partner TypesThePartner Typefields 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.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 CategoriesYou 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.ReflexiveA reflexive relation type allows a partner to be in relation with himself.For example, the CEO of a company could be his own manager.SymmetricA 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.Invalid Relation HandlingWhen the configuration of a relation type changes, some relations between 2 partners may become invalid.For example, if the left partner type is set toPersonand a relation already exists with a company on the right side,
that relation becomes invalid.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 relationsAllow existing relations that do not fit changed conditionsEnd relations per today, if they do not fit changed conditionsDelete relations that do not fit changed conditionsSearching Partners With RelationsTo search for existing relations, go toContacts / Relations / Relations.To find all assistants in your database, fill in ‘assistant’ and
autocomplete will propose to search for this type of relation.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.Searching Relations From Partner ViewA smart button is available on the partner form view to display the list of relations.Bug TrackerBugs are tracked onGitHub 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 welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsTherp BVCamptocampContributorsHolger Brunn <hbrunn@therp.nl>Stefan Rijnhart <stefan@therp.nl>Ronald Portier <ronald@therp.nl>Sandy Carter <sandy.carter@savoirfairelinux.com>Bruno Joliveau <bruno.joliveau@savoirfairelinux.com>Adriana Ierfino <adriana.ierfino@savoirfairelinux.com>Numigi (tm) and all its contributors (https://bit.ly/numigiens)Radovan Skolnik <radovan@skolnik.info>, KEMA SK s.r.o. (https://www.kema.sk)DynApps NV:Raf VenMaintainersThis 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.This module is part of theOCA/partner-contactproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.