|
| 1 | +============================== |
| 2 | +Partner Identification Numbers |
| 3 | +============================== |
| 4 | + |
| 5 | +.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 6 | + !! This file is generated by oca-gen-addon-readme !! |
| 7 | + !! changes will be overwritten. !! |
| 8 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 9 | +
|
| 10 | +.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png |
| 11 | + :target: https://odoo-community.org/page/development-status |
| 12 | + :alt: Production/Stable |
| 13 | +.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
| 14 | + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
| 15 | + :alt: License: AGPL-3 |
| 16 | +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github |
| 17 | + :target: https://github.com/OCA/partner-contact/tree/16.0/partner_identification |
| 18 | + :alt: OCA/partner-contact |
| 19 | +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
| 20 | + :target: https://translation.odoo-community.org/projects/partner-contact-16-0/partner-contact-16-0-partner_identification |
| 21 | + :alt: Translate me on Weblate |
| 22 | +.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png |
| 23 | + :target: https://runbot.odoo-community.org/runbot/134/16.0 |
| 24 | + :alt: Try me on Runbot |
| 25 | + |
| 26 | +|badge1| |badge2| |badge3| |badge4| |badge5| |
| 27 | + |
| 28 | +This module allows to manage all sort of identification numbers |
| 29 | +and certificates which are assigned to a partner (company or individual) |
| 30 | +and vary from country to country. |
| 31 | + |
| 32 | +* Commercial register |
| 33 | +* VAT ID |
| 34 | +* Fiscal ID's |
| 35 | +* Membership numbers |
| 36 | +* Driver license |
| 37 | +* etc |
| 38 | + |
| 39 | +**Table of contents** |
| 40 | + |
| 41 | +.. contents:: |
| 42 | + :local: |
| 43 | + |
| 44 | +Configuration |
| 45 | +============= |
| 46 | + |
| 47 | +Configure all ID types you need in Contacts > Configuration > Partner ID Categories. |
| 48 | +For example, we create a category 'Driver License': |
| 49 | + |
| 50 | +Name: |
| 51 | + Name of this ID type. For example, 'Driver License' |
| 52 | +Code: |
| 53 | + Code, abbreviation or acronym of this ID type. For example, 'driver_license' |
| 54 | +Python validation code: |
| 55 | + Optional python code called to validate ID numbers of this ID type. This functionality can be |
| 56 | + overridden by setting ``id_no_validate`` to ``True`` in the context, such as: |
| 57 | + |
| 58 | + .. code-block:: python |
| 59 | +
|
| 60 | + partner.with_context(id_no_validate=True).write({ |
| 61 | + 'name': 'Bad Value', |
| 62 | + 'category_id': self.env.ref('id_category_only_numerics').id, |
| 63 | + }) |
| 64 | +
|
| 65 | +Usage |
| 66 | +===== |
| 67 | + |
| 68 | +In partner form you will see another tab called 'ID Numbers'. You can add |
| 69 | +any IDs to this partner, defining: |
| 70 | + |
| 71 | +Category: |
| 72 | + ID type defined in configuration. For example, Driver License |
| 73 | +ID Number: |
| 74 | + The ID itself. For example, Driver License number of this person |
| 75 | +Issued by: |
| 76 | + Another partner, who issued this ID. For example, Traffic National Institution |
| 77 | +Place of Issuance: |
| 78 | + The place where the ID has been issued. For example the country for passports and visa |
| 79 | +Valid from: |
| 80 | + Issued date. For example, date when person approved his driving exam, 21/10/2009 |
| 81 | +Valid until: |
| 82 | + Expiration date. For example, date when person needs to renew his driver license, 21/10/2019 |
| 83 | +Status: |
| 84 | + ID status. For example new/to renew/expired |
| 85 | +Notes: |
| 86 | + Any further information related with this ID. For example, vehicle types this person can drive |
| 87 | + |
| 88 | +Known issues / Roadmap |
| 89 | +====================== |
| 90 | + |
| 91 | +* If you want to search a partner by ID you will use advance search form. |
| 92 | + You can't search by issuer, valid dates, category or notes. |
| 93 | + |
| 94 | +Bug Tracker |
| 95 | +=========== |
| 96 | + |
| 97 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/partner-contact/issues>`_. |
| 98 | +In case of trouble, please check there if your issue has already been reported. |
| 99 | +If you spotted it first, help us smashing it by providing a detailed and welcomed |
| 100 | +`feedback <https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_identification%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
| 101 | + |
| 102 | +Do not contact contributors directly about support or help with technical issues. |
| 103 | + |
| 104 | +Credits |
| 105 | +======= |
| 106 | + |
| 107 | +Authors |
| 108 | +~~~~~~~ |
| 109 | + |
| 110 | +* ChriCar Beteiligungs- und Beratungs- GmbH |
| 111 | +* Tecnativa |
| 112 | +* Camptocamp |
| 113 | +* ACSONE SA/NV |
| 114 | +* LasLabs |
| 115 | +* Onestein |
| 116 | + |
| 117 | +Contributors |
| 118 | +~~~~~~~~~~~~ |
| 119 | + |
| 120 | +* Antonio Espinosa < [email protected]> |
| 121 | +* Ferdinand Gassauer < [email protected]> |
| 122 | +* Gerhard Könighofer < [email protected]> |
| 123 | +* Laurent Mignon < [email protected]> |
| 124 | +* Jairo Llopis < [email protected]> |
| 125 | + |
| 126 | + |
| 127 | +* Dennis Sluijk < [email protected]> |
| 128 | +* Phuc Tran Thanh < [email protected]> |
| 129 | +* Marie Lejeune < [email protected]> |
| 130 | + |
| 131 | +Other credits |
| 132 | +~~~~~~~~~~~~~ |
| 133 | + |
| 134 | +The development of this module has been financially supported by: |
| 135 | + |
| 136 | +* Camptocamp |
| 137 | + |
| 138 | +Maintainers |
| 139 | +~~~~~~~~~~~ |
| 140 | + |
| 141 | +This module is maintained by the OCA. |
| 142 | + |
| 143 | +.. image:: https://odoo-community.org/logo.png |
| 144 | + :alt: Odoo Community Association |
| 145 | + :target: https://odoo-community.org |
| 146 | + |
| 147 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 148 | +mission is to support the collaborative development of Odoo features and |
| 149 | +promote its widespread use. |
| 150 | + |
| 151 | +This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/16.0/partner_identification>`_ project on GitHub. |
| 152 | + |
| 153 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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