Module: partner_relations - Odoo Module Metadata

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Partner relations

partner_relations

REPOSITORY
REPOSITORY	OCA/partner-contact
GIT
GIT	https://github.com/OCA/partner-contact.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/partner-contact/tree/8.0/partner_relations
VERSION
VERSION	1.1.2
CATEGORY
CATEGORY	Customer Relationship Management
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), Camptocamp, Therp BV
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), Camptocamp, Therp BV
COMMITTERS
COMMITTERS	Stéphane Bidoul, Yannick Vaucher, eLBati, Sandy Carter, Holger Brunn, Pedro M. Baeza, Fekete Mihai, Stéphane Bidoul (ACSONE), luc-demeyer, OCA Transbot, Charbel Jacquin, oca-travis, Weblate, Antonio Espinosa, Jonathan Nemry (ACSONE)
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:11:21
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - base
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (6)

XML ID	Name	Model	Type	Status
`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	xpath	Inherits base.view_partner_form
`view_res_partner_filter`	partner_relations.view_partner_filter	res.partner	data	Inherits base.view_res_partner_filter

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.

REPOSITORY
REPOSITORY	OCA/partner-contact
GIT
GIT	https://github.com/OCA/partner-contact.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/partner-contact/tree/7.0/partner_relations
VERSION
VERSION	1.2.0
CATEGORY
CATEGORY	Customer Relationship Management
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), Therp BV
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), Therp BV
COMMITTERS
COMMITTERS	Yannick Vaucher, Alexandre Fayolle, Ronald Portier, Sandy Carter, Holger Brunn, Pedro M. Baeza, Stéphane Bidoul (ACSONE), OCA Transbot
WEBSITE
WEBSITE
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:07:13
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/web: - web_m2x_options - web_tree_many2one_clickable odoo/odoo: - base - web
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Introduction ------------ This addon 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 enode your knowledge about your partners directly in your partner list. Usage ----- Before being able to use relations, you'll have define some first. Do that in Sales / Configuration / Address Book / Partner relations. Here, you need to name both sides of the relation: To have an assistant-relation, you would name one side 'is assistant of' and the other side 'has assistant'. This relation only makes sense between people, so you would choose 'Person' for both partner types. For the relation 'is a competitor of', both sides would be companies, while the relation 'has worked for' should have persons on the left side and companies on the right side. If you leave this field empty, the relation is applicable to all types of partners. If you use categories to further specify the type of partners, you could for example enforce that the 'is member of' relation can only have companies with label 'Organization' on the left side. Now open a partner and choose relations as appropriate in the 'Relations' tab. Searching partners with relations --------------------------------- Searching for relations is integrated transparently into the partner search form. To find all assistants in your database, fill in 'is assistant of' and autocomplete will propose to search for partners having this relation. Now if you want to find Anna's assistant, you fill in 'Anna' and one of the proposals is to search for partners having a relation with Anna. This results in Anna's assistant(s), as you searched for assistants before. By default, only active, not expired relations are shown. If you need to find partners that had some relation at a certain date, fill in that date in the search box and one of the proposals is to search for relations valid at that date.

Code Analysis

Views touched (7)

XML ID	Name	Model	Type	Status
`form_res_partner_relation`		res.partner.relation	form	New
`form_res_partner_relation_all`		res.partner.relation.all	form	New
`form_res_partner_relation_type`		res.partner.relation.type	form	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	data	Inherits base.view_partner_form
`view_res_partner_filter`	partner_relations.view_partner_filter	res.partner	data	Inherits base.view_res_partner_filter

Models touched (5)

New fields (0)

No new fields.

Public methods (4)

copy_data(self, cr, uid, id, default=None, context=None)
read(self, cr, uid, ids, fields=None, context=None, load='_classic_read')
search(self, cr, uid, args, offset=0, limit=None, order=None, context=None, count=False)
write(self, cr, uid, ids, vals, context=None)

New fields (0)

No new fields.

Public methods (4)

create(self, cr, uid, vals, context=None)
Override create to correct values, before being stored.
get_action_related_partners(self, cr, uid, ids, context=None)
return a window action showing a list of partners taking part in the relations names by ids. Context key 'partner_relations_show_side' determines if we show 'left' side, 'right' side or 'all' (default) partners. If active_model is res.partner.relation.all, left=this and right=other
on_change_type_selection_id(self, cr, uid, dummy_ids, type_selection_id, context=None)
Set domain on partner_id_display, when selection a relation type
write(self, cr, uid, ids, vals, context=None)
Override write to correct values, before being stored.

New fields (0)

No new fields.

Public methods (2)

name_get(self, cr, uid, ids, context=None)
Name of relation is names of partners involved + type.
write(self, cr, uid, ids, vals, context=None)
Divert non-problematic writes to underlying table.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (3)

get_type_from_selection_id(self, cr, uid, selection_id)
Selection id ic computed from id of underlying type and the kind of record. This function does the inverse computation to give back the original type id, and about the record type.
name_get(self, cr, uid, ids, context=None)
translate name using translations from res.partner.relation.type
name_search(self, cr, uid, name='', args=None, operator='ilike', context=None, limit=100)
search for translated names in res.partner.relation.type

Partner relations

Code Analysis

Views touched (6)

Models touched (5)

res.partner Extends Model 6 fields 2 methods ResPartner · inherits res.partner Extend partner with relations and allow to search for relations in various ways.

res.partner.relation.all New model AbstractModel 9 fields 6 methods ResPartnerRelationAll · All (non-inverse + inverse) relations between partners Abstract model to show each relation from two sides.

res.partner.relation.type New model Model 9 fields 4 methods ResPartnerRelationType · Partner Relation Type Model that defines relation types that might exist between partners

res.partner.relation.type.selection New model Model 9 fields 2 methods ResPartnerRelationTypeSelection · All relation types Virtual relation types

Code Analysis

Views touched (7)

Models touched (5)

res.partner Extends Model 0 fields 4 methods ResPartner · inherits res.partner

res.partner.relation.all New model Model 0 fields 2 methods ResPartnerRelationAll · All (non-inverse + inverse) relations between partners

res.partner.relation.type New model Model 0 fields 0 methods ResPartnerRelationType · Parter relation type Model that defines relation types that might exist between partners