Partner relations

partner_relations · OCA/partner-contact

    Repository
    OCA/partner-contact · module folder · Try on Runboat
    Module version
    1.1.2
    Category
    Customer Relationship Management
    Folder size
    0.26 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    None
    Last tracking update
    2026-08-07 07:03:08
    Authors
    Camptocamp, Odoo Community Association (OCA), Therp BV
    Maintainers
    Camptocamp, Odoo Community Association (OCA), Therp BV
    Committers
    Yannick Vaucher, eLBati, Stéphane Bidoul, Sandy Carter, Holger Brunn, Pedro M. Baeza, Fekete Mihai, Stéphane Bidoul (ACSONE), Weblate, luc-demeyer, OCA Transbot, Charbel Jacquin, oca-travis, Antonio Espinosa, Jonathan Nemry (ACSONE)
    Odoo dependencies
    odoo/odoo:
    - base
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
    
    
    

    


    

    Code Analysis ⓘ
    

    Views touched (6)
    


    

    
    
    XML IDNameModelTypeStatus
    
    
        
        
    
            form_res_partner_relation_type
            
            res.partner.relation.type
            form
            
                
                New
                
            
        
    
        
        
    
            search_res_partner_relation_all
            
            res.partner.relation.all
            search
            
                
                New
                
            
        
    
        
        
    
            tree_res_partner_relation_all
            
            res.partner.relation.all
            tree
            
                
                New
                
            
        
    
        
        
    
            tree_res_partner_relation_type
            
            res.partner.relation.type
            tree
            
                
                New
                
            
        
    
        
        
    
            view_partner_form
            partner_relations.view_partner_form
            res.partner
            form
            
                
                Inherits base.view_partner_form
                
            
        
    
        
        
    
            view_res_partner_filter
            partner_relations.view_partner_filter
            res.partner
            
            
                
                Inherits base.view_res_partner_filter
                
            
        
    
        
        

    

    



    HTTP endpoints (0)
    


    No HTTP endpoints found for this module.
    



    Models touched (5)
    


    
    
    
    
        
    
            
        
    
        
    
            
    
                New fields (6)
                
                
      
                    
                    
    • 
                        relation_all_ids
                        One2many → res.partner.relation.all
                        
                        
      
                            
                            auto_join=True
                            
                            comodel_name='res.partner.relation.all'
                            
                            copy=False
                            
                            inverse_name='this_partner_id'
                            
                            selectable=False
                            
                            string='All relations with current partner'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        relation_count
                        Integer
                        
                        
      
                            
                            compute='_compute_relation_count'
                            
                            string='Relation Count'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        search_relation_date
                        Date
                        
                        
      
                            
                            compute=<expr>
                            
                            search='_search_relation_date'
                            
                            string='Relation valid'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        search_relation_partner_category_id
                        Many2one → res.partner.category
                        
                        
      
                            
                            comodel_name='res.partner.category'
                            
                            compute=<expr>
                            
                            search='_search_related_partner_category_id'
                            
                            string='Has relation with a partner in category'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        search_relation_partner_id
                        Many2one → res.partner
                        
                        
      
                            
                            comodel_name='res.partner'
                            
                            compute=<expr>
                            
                            search='_search_related_partner_id'
                            
                            string='Has relation with'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        search_relation_type_id
                        Many2one → res.partner.relation.type.selection
                        
                        
      
                            
                            comodel_name='res.partner.relation.type.selection'
                            
                            compute=<expr>
                            
                            search='_search_relation_type_id'
                            
                            string='Has relation of type'
                            
                            
                        
      
                        
                    
      • 
                    
                
    
                
                Public methods (2)
                
                
      
                    
                    
    • 
                        get_partner_type(self)
                        
      @api.multi
      
                        
      Get partner type for relation.
:return: 'c' for company or 'p' for person
:rtype: str
      
                    
      • 
                    
                    
    • 
                        search(self, args, offset=0, limit=None, order=None, count=False)
                        
      @api.model
      
                        
      Inject searching for current relation date if we search for
relation properties and no explicit date was given.
      
                    
      • 
                    
                
    
                
            
    
        
    
    
    
    
    
    
        
    
            
        
    
        
    
            
    
                New fields (5)
                
                
      
                    
                    
    • 
                        date_end
                        Date
                        
                        
      
                            
                            
                            
                            args: 'Ending date'
                        
      
                        
                    
      • 
                    
                    
    • 
                        date_start
                        Date
                        
                        
      
                            
                            
                            
                            args: 'Starting date'
                        
      
                        
                    
      • 
                    
                    
    • 
                        left_partner_id
                        Many2one → res.partner
                        
                        
      
                            
                            auto_join=True
                            
                            comodel_name='res.partner'
                            
                            ondelete='cascade'
                            
                            required=True
                            
                            string='Source Partner'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        right_partner_id
                        Many2one → res.partner
                        
                        
      
                            
                            auto_join=True
                            
                            comodel_name='res.partner'
                            
                            ondelete='cascade'
                            
                            required=True
                            
                            string='Destination Partner'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        type_id
                        Many2one → res.partner.relation.type
                        
                        
      
                            
                            auto_join=True
                            
                            comodel_name='res.partner.relation.type'
                            
                            required=True
                            
                            string='Type'
                            
                            
                        
      
                        
                    
      • 
                    
                
    
                
                Public methods (1)
                
                
      
                    
                    
    • 
                        create(self, vals)
                        
      @api.model
      
                        
      Override create to correct values, before being stored.
      
                    
      • 
                    
                
    
                
            
    
        
    
    
    
    
    
    
        
    
            
        
    
        
    
            
    
                New fields (9)
                
                
      
                    
                    
    • 
                        active
                        Boolean
                        
                        
      
                            
                            help='Records with date_end in the past are inactive'
                            
                            string='Active'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        any_partner_id
                        Many2many → res.partner
                        
                        
      
                            
                            comodel_name='res.partner'
                            
                            compute=<expr>
                            
                            search='_search_any_partner_id'
                            
                            string='Partner'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        date_end
                        Date
                        
                        
      
                            
                            
                            
                            args: 'Ending date'
                        
      
                        
                    
      • 
                    
                    
    • 
                        date_start
                        Date
                        
                        
      
                            
                            
                            
                            args: 'Starting date'
                        
      
                        
                    
      • 
                    
                    
    • 
                        other_partner_id
                        Many2one → res.partner
                        
                        
      
                            
                            comodel_name='res.partner'
                            
                            required=True
                            
                            string='Other Partner'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        record_type
                        Selection
                        
                        
      
                            
                            readonly=True
                            
                            selection=_RECORD_TYPES
                            
                            string='Record Type'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        relation_id
                        Many2one → res.partner.relation
                        
                        
      
                            
                            comodel_name='res.partner.relation'
                            
                            readonly=True
                            
                            string='Relation'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        this_partner_id
                        Many2one → res.partner
                        
                        
      
                            
                            comodel_name='res.partner'
                            
                            required=True
                            
                            string='One Partner'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        type_selection_id
                        Many2one → res.partner.relation.type.selection
                        
                        
      
                            
                            comodel_name='res.partner.relation.type.selection'
                            
                            required=True
                            
                            string='Relation Type'
                            
                            
                        
      
                        
                    
      • 
                    
                
    
                
                Public methods (6)
                
                
      
                    
                    
    • 
                        create(self, vals)
                        
      @api.model
      
                        
      Divert non-problematic creates to underlying table.

Create a res.partner.relation but return the converted id.
      
                    
      • 
                    
                    
    • 
                        name_get(self)
                        
      @api.multi
      
                        
                    
      • 
                    
                    
    • 
                        onchange_partner_id(self)
                        
      @api.onchange('this_partner_id', 'other_partner_id')
      
                        
      Set domain on type_selection_id based on partner(s) selected.
      
                    
      • 
                    
                    
    • 
                        onchange_type_selection_id(self)
                        
      @api.onchange('type_selection_id')
      
                        
      Add domain on partners according to category and contact_type.
      
                    
      • 
                    
                    
    • 
                        unlink(self)
                        
      @api.multi
      
                        
      divert non-problematic creates to underlying table
      
                    
      • 
                    
                    
    • 
                        write(self, vals)
                        
      @api.multi
      
                        
      divert non-problematic writes to underlying table
      
                    
      • 
                    
                
    
                
            
    
        
    
    
    
    
    
    
        
    
            
        
    
        
    
            
    
                New fields (9)
                
                
      
                    
                    
    • 
                        allow_self
                        Boolean
                        
                        
      
                            
                            default=False
                            
                            help='This relation can be set up with the same partner left and right'
                            
                            string='Reflexive'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        contact_type_left
                        Selection
                        
                        
      
                            
                            selection='get_partner_types'
                            
                            string='Left partner type'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        contact_type_right
                        Selection
                        
                        
      
                            
                            selection='get_partner_types'
                            
                            string='Right partner type'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        handle_invalid_onchange
                        Selection
                        
                        
      
                            
                            default='restrict'
                            
                            help='When adding relations criteria like partner type and category are checked.\nHowever when you change the criteria, there might be relations that do not fit the new criteria.\nSpecify how this situation should be handled.'
                            
                            required=True
                            
                            selection=HANDLE_INVALID_ONCHANGE
                            
                            string='Invalid relation handling'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        is_symmetric
                        Boolean
                        
                        
      
                            
                            default=False
                            
                            help='This relation is the same from right to left as from left to right'
                            
                            old_name='symmetric'
                            
                            string='Symmetric'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        name
                        Char
                        
                        
      
                            
                            required=True
                            
                            string='Name'
                            
                            translate=True
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        name_inverse
                        Char
                        
                        
      
                            
                            required=True
                            
                            string='Inverse name'
                            
                            translate=True
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        partner_category_left
                        Many2one → res.partner.category
                        
                        
      
                            
                            comodel_name='res.partner.category'
                            
                            string='Left partner category'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        partner_category_right
                        Many2one → res.partner.category
                        
                        
      
                            
                            comodel_name='res.partner.category'
                            
                            string='Right partner category'
                            
                            
                        
      
                        
                    
      • 
                    
                
    
                
                Public methods (4)
                
                
      
                    
                    
    • 
                        check_existing(self, vals)
                        
      @api.multi
      
                        
      Check wether records exist that do not fit new criteria.
      
                    
      • 
                    
                    
    • 
                        get_partner_types(self)
                        
      @api.model
      
                        
      A partner can be an organisation or an individual.
      
                    
      • 
                    
                    
    • 
                        onchange_is_symmetric(self)
                        
      @api.onchange('is_symmetric')
      
                        
      Set right side to left side if symmetric.
      
                    
      • 
                    
                    
    • 
                        write(self, vals)
                        
      @api.multi
      
                        
      Handle existing relations if conditions change.
      
                    
      • 
                    
                
    
                
            
    
        
    
    
    
    
    
    
        
    
            
        
    
        
    
            
    
                New fields (9)
                
                
      
                    
                    
    • 
                        allow_self
                        Boolean
                        
                        
      
                            
                            string='Reflexive'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        contact_type_other
                        Selection
                        
                        
      
                            
                            selection=ResPartnerRelationType.get_partner_types.im_func
                            
                            string="Other record's partner type"
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        contact_type_this
                        Selection
                        
                        
      
                            
                            selection=ResPartnerRelationType.get_partner_types.im_func
                            
                            string="Current record's partner type"
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        is_inverse
                        Boolean
                        
                        
      
                            
                            help='Inverse relations are from right to left partner.'
                            
                            string='Is reverse type?'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        is_symmetric
                        Boolean
                        
                        
      
                            
                            string='Symmetric'
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        name
                        Char
                        
                        
      
                            
                            
                            
                            args: 'Name'
                        
      
                        
                    
      • 
                    
                    
    • 
                        partner_category_other
                        Many2one → res.partner.category
                        
                        
      
                            
                            comodel_name='res.partner.category'
                            
                            string="Other record's category"
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        partner_category_this
                        Many2one → res.partner.category
                        
                        
      
                            
                            comodel_name='res.partner.category'
                            
                            string="Current record's category"
                            
                            
                        
      
                        
                    
      • 
                    
                    
    • 
                        type_id
                        Many2one → res.partner.relation.type
                        
                        
      
                            
                            comodel_name='res.partner.relation.type'
                            
                            string='Type'
                            
                            
                        
      
                        
                    
      • 
                    
                
    
                
                Public methods (2)
                
                
      
                    
                    
    • 
                        name_get(self)
                        
      @api.multi
      
                        
      Get name or name_inverse from underlying model.
      
                    
      • 
                    
                    
    • 
                        name_search(self, name='', args=None, operator='ilike', limit=100)
                        
      @api.model
      
                        
      Search for name or inverse name in underlying model.
      
                    
      • 
                    
                
    
                
            
    
        
    
    
    
    

    


    
    
    
    
    
    
    
    
    
        
    Loading…