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partner_identification
<h1 class="title">Partner Identification Numbers</h1>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/partner-contact/tree/16.0/partner_identification"><img alt="OCA/partner-contact" src="https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/partner-contact-16-0/partner-contact-16-0-partner_identification"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/134/16.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module allows to manage all sort of identification numbers
and certificates which are assigned to a partner (company or individual)
and vary from country to country.</p>
<ul class="simple">
<li>Commercial register</li>
<li>VAT ID</li>
<li>Fiscal ID's</li>
<li>Membership numbers</li>
<li>Driver license</li>
<li>etc</li>
</ul>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id8">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id1">Configuration</a></h2>
<p>Configure all ID types you need in Contacts > Configuration > Partner ID Categories.
For example, we create a category 'Driver License':</p>
<dl class="docutils">
<dt>Name:</dt>
<dd>Name of this ID type. For example, 'Driver License'</dd>
<dt>Code:</dt>
<dd>Code, abbreviation or acronym of this ID type. For example, 'driver_license'</dd>
<dt>Python validation code:</dt>
<dd><p class="first">Optional python code called to validate ID numbers of this ID type. This functionality can be
overridden by setting <code>id_no_validate</code> to <code>True</code> in the context, such as:</p>
<pre>
<code lang="python">partner.with_context(id_no_validate=True).write({
'name': 'Bad Value',
'category_id': self.env.ref('id_category_only_numerics').id,
})</code>
</pre>
</dd>
</dl>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<p>In partner form you will see another tab called 'ID Numbers'. You can add
any IDs to this partner, defining:</p>
<dl class="docutils">
<dt>Category:</dt>
<dd>ID type defined in configuration. For example, Driver License</dd>
<dt>ID Number:</dt>
<dd>The ID itself. For example, Driver License number of this person</dd>
<dt>Issued by:</dt>
<dd>Another partner, who issued this ID. For example, Traffic National Institution</dd>
<dt>Place of Issuance:</dt>
<dd>The place where the ID has been issued. For example the country for passports and visa</dd>
<dt>Valid from:</dt>
<dd>Issued date. For example, date when person approved his driving exam, 21/10/2009</dd>
<dt>Valid until:</dt>
<dd>Expiration date. For example, date when person needs to renew his driver license, 21/10/2019</dd>
<dt>Status:</dt>
<dd>ID status. For example new/to renew/expired</dd>
<dt>Notes:</dt>
<dd>Any further information related with this ID. For example, vehicle types this person can drive</dd>
</dl>
<a name="known-issues-roadmap"></a>
<h2><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h2>
<ul class="simple">
<li>If you want to search a partner by ID you will use advance search form.
You can't search by issuer, valid dates, category or notes.</li>
</ul>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id4">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/partner-contact/issues">GitHub Issues</a>.
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 welcomed
<a class="reference external" href="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**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id5">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id6">Authors</a></h3>
<ul class="simple">
<li>ChriCar Beteiligungs- und Beratungs- GmbH</li>
<li>Tecnativa</li>
<li>Camptocamp</li>
<li>ACSONE SA/NV</li>
<li>LasLabs</li>
<li>Onestein</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id7">Contributors</a></h3>
<ul class="simple">
<li>Antonio Espinosa <<a class="reference external" href="mailto:antonio.espinosa@tecnativa.com">antonio.espinosa@tecnativa.com</a>></li>
<li>Ferdinand Gassauer <<a class="reference external" href="mailto:office@chrcar.at">office@chrcar.at</a>></li>
<li>Gerhard Könighofer <<a class="reference external" href="mailto:gerhard.koenighofer@swing-system.com">gerhard.koenighofer@swing-system.com</a>></li>
<li>Laurent Mignon <<a class="reference external" href="mailto:laurent.mignon@acsone.eu">laurent.mignon@acsone.eu</a>></li>
<li>Jairo Llopis <<a class="reference external" href="mailto:jairo.llopis@tecnativa.com">jairo.llopis@tecnativa.com</a>></li>
<li>Dave Lasley <<a class="reference external" href="mailto:dave@laslabs.com">dave@laslabs.com</a>></li>
<li>Simone Orsi <<a class="reference external" href="mailto:simone.orsi@camptocamp.com">simone.orsi@camptocamp.com</a>></li>
<li>Dennis Sluijk <<a class="reference external" href="mailto:d.sluijk@onestein.nl">d.sluijk@onestein.nl</a>></li>
<li>Phuc Tran Thanh <<a class="reference external" href="mailto:phuc@trobz.com">phuc@trobz.com</a>></li>
<li>Marie Lejeune <<a class="reference external" href="mailto:marie.lejeune@acsone.eu">marie.lejeune@acsone.eu</a>></li>
</ul>
<a name="other-credits"></a>
<h3><a class="toc-backref" href="#id8">Other credits</a></h3>
<p>The development of this module has been financially supported by:</p>
<ul class="simple">
<li>Camptocamp</li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id9">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/partner-contact/tree/16.0/partner_identification">OCA/partner-contact</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>