[MIG] partner_contact_in_several_companies: Migration to 18.0

partner_contact_in_several_companies/README.rst

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+============================
+Contacts in several partners
+============================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:78db4d4f7039afc92425214158b427a19fe6d71ca869162cc499f7b44547904e
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/18.0/partner_contact_in_several_companies
+    :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-18-0/partner-contact-18-0-partner_contact_in_several_companies
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/partner-contact&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends Odoo's Contacts app to **allow one contact to have
+several job positions in different companies**. It is an essential
+add-on for handling the 'gig economy' where people often work for
+several companies at a time (e.g., film and television industry,
+contract developers, construction, etc.)
+
+Contacts are categorized as either:
+
+- **Standalone Contact** (default): A normal contact (either an
+  Individual or a Company), though only Individual Standalone contacts
+  can be linked to.
+- **Attached to existing Contact**: Usually used when adding a contact
+  under a Company, this contact is linked to a source Standalone
+  Contact. Source contacts can only be Individuals, not Companies, nor
+  can an Attached contact serve as the source of another Attached
+  contact.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Installation
+============
+
+1. Download the module from the OCA repository (ensure any dependencies
+   are satisfied).
+2. Place the module in your Odoo addons directory.
+3. Restart the Odoo service.
+4. In Odoo, go to Apps > Update Apps List.
+5. Find and install the Partner Contact in Several Companies module.
+
+After installation, all existing contacts will be of type Standalone
+(the default for the field contact_type).
+
+Configuration
+=============
+
+No configuration is needed: new contacts will automatically be of type
+Standalone.
+
+Usage
+=====
+
+To add a new Standalone contact, add a contact as usual, either by
+itself or under an existing contact's Contacts & Addresses tab (the
+Contact Type will be 'Standalone' by default). Any Standalone Individual
+contact can serve as the source for Attached contacts, whether that
+Standalone contact was added by itself or under an existing Company's or
+Individual's Contacts & Addresses tab.
+
+To add a new Attached contact:
+------------------------------
+
+1. Ensure that the source Standalone contact is already created, though
+   you can create the Standalone contact on-the-fly if needed.
+2. Open the contact under which you would like to add the Attached
+   contact (usually a Company, but it could be an Individual).
+3. On the Contacts & Addresses tab, click the Add button.
+4. Choose the type of contact you are adding (e.g. Contact, Delivery
+   Address, Other Address, etc., though usually you will select
+   Contact).
+5. Select 'Attached to existing Contact' for the Contact Type
+6. Select the source Standalone contact in the Contact drop-down list
+   (or create a new one on-the-fly). Only contacts that are Standalone
+   and are Individuals will appear in the list.
+7. Fill in the other informational fields (e.g. Address, Email, Phone,
+   etc.) This data will not be copied or synchronized from the source
+   Standalone contact.
+8. Click the Save & Close button (or Save & New). The Attached contact
+   will appear in the Contacts & Addresses tab of the parent Company,
+   and in the Other Positions tab of the source Standalone contact.
+9. If you later change the Name of either a Standalone or Attached
+   contact, the Name will be synchronized between all related contacts.
+   However, other information (e.g., Address, Email, Phone, etc.) will
+   not be synchronized.
+
+Searching for Contacts:
+-----------------------
+
+When searching for Contacts, only the matching Standalone contacts are
+displayed, with the number of Attached contacts shown as '+ # other
+position(s)'. Open the Standalone contact and select the Other Positions
+tab to see the contacts that are 'Attached' to this Standalone contact.
+
+NOTES:
+------
+
+1. This module merely sets up a relationship between the Standalone and
+   Attached contacts — other than 'Name', there is no address, phone,
+   email, etc. information synchronized or carried-over from one to the
+   other. For example, an email address in the Standalone contact is not
+   carried over to the Attached contact when created (and indeed they
+   can both have different email addresses). The contact Name is however
+   synchronized between Standalone and associated Attached contacts.
+2. Attached contacts are not treated as duplicates when performing the
+   Contact Merge action due to Attached contacts being specifically
+   removed from the results of the res_partner.search() method (i.e.
+   only Standalone contacts are returned during a res_partner.search()).
+3. This module is compatible with the OCA's Partner Contact Access Link
+   (partner_contact_access_link) module.
+4. When you install this module, existing contacts will all become
+   Standalone contacts. If there are any child contacts of Companies
+   that you would like to convert to Attached to an existing contact, it
+   is a manual process: create the new Standalone contact without any
+   parent, and then change the child contact's Contact Type from
+   'Standalone' to 'Attached to existing Contact' and choose the new
+   Standalone contact that you created without any parent.
+
+For further information:
+------------------------
+
+Please visit: \* https://www.odoo.com/forum/help-1 \*
+https://github.com/OCA/partner-contact/
+
+|Try me on Runbot|
+
+.. |Try me on Runbot| image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+   :target: https://runbot.odoo-community.org/runbot/134/14.0
+
+Known issues / Roadmap
+======================
+
+- You can not add position directly from individual partner, you can
+  just see other positions and update them
+
+Improve:
+
+- Add an wizard / form to clean create new position from individual
+  partner form. In this cas you will have to select an existing company
+  (or create one on the fly)
+
+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 to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_contact_in_several_companies%0Aversion:%2018.0%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
+-------
+
+* Nicolas JEUDY
+* Odoo SA
+
+Contributors
+------------
+
+- Xavier ALT <xal@odoo.com> (original author)
+- El Hadji Dem <elhadji.dem@savoirfairelinux.com>
+- TheCloneMaster <the.clone.master@gmail.com>
+- Sandy Carter <bwrsandman@gmail.com>
+- Rudolf Schnapka <rs@techno-flex.de>
+- Sebastien Alix <sebastien.alix@osiell.com>
+- Jairo Llopis <j.llopis@grupoesoc.es>
+- Richard deMeester <richard@willowit.com.au>
+- Nicolas JEUDY
+  <`https://github.com/njeudy\\> <https://github.com/njeudy\>>`__
+- Franco Tampieri <franco@tampieri.info>
+- Rattapong Chokmasermkul <rattapongc@ecosoft.co.th>
+- Stéphan Sainléger
+  <`https://github.com/stephansainleger\\> <https://github.com/stephansainleger\>>`__
+- Ken Woychesko
+  <`https://github.com/bpmi\\> <https://github.com/bpmi\>>`__
+
+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/18.0/partner_contact_in_several_companies>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

partner_contact_in_several_companies/__init__.py

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

partner_contact_in_several_companies/__manifest__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+{
+    "name": "Contacts in several partners",
+    "summary": "Allow to have one contact in several partners",
+    "version": "18.0.1.0.0",
+    "category": "Customer Relationship Management",
+    "website": "https://github.com/OCA/partner-contact",
+    "author": "Nicolas JEUDY, Odoo Community Association (OCA),Odoo SA",
+    "license": "AGPL-3",
+    "depends": ["base", "contacts", "partner_contact_personal_information_page"],
+    "data": ["views/res_partner.xml"],
+    "demo": ["demo/res_partner.xml", "demo/ir_actions.xml"],
+    "application": False,
+    "installable": True,
+    "auto_install": False,
+}

partner_contact_in_several_companies/demo/ir_actions.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="action_partner_form" model="ir.actions.act_window">
+        <field name="name">All Customers in All Positions</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">res.partner</field>
+        <field name="view_mode">kanban,list,form</field>
+        <field
+            name="context"
+        >{"search_default_customer":1, 'search_show_all_positions': {'is_set': True, 'set_value': True}}</field>
+        <field name="search_view_id" ref="base.view_res_partner_filter" />
+    </record>
+</odoo>

partner_contact_in_several_companies/demo/res_partner.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="res_partner_main2_position_consultant" model="res.partner">
+        <field name="name">Roger Scott</field>
+        <field name="function">Consultant</field>
+        <field name="parent_id" ref="base.res_partner_4" />
+        <field name="contact_id" ref="base.res_partner_main2" />
+    </record>
+    <record id="res_partner_contact1" model="res.partner">
+        <field name="name">Bob Egnops</field>
+        <field name="email">bob@hillenburg-oceaninstitute.com</field>
+    </record>
+    <record id="res_partner_contact1_work_position1" model="res.partner">
+        <field name="name">Bob Egnops</field>
+        <field name="function">Technician</field>
+        <field name="email">bob@yourcompany.com</field>
+        <field name="parent_id" ref="base.main_partner" />
+        <field name="contact_id" ref="res_partner_contact1" />
+    </record>
+</odoo>