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Partner Hierarchy module

Hello,

I'm quite sure there was an OCA module to enable multilevel Partner parent/child relations, but I'm not finding it right now.
Use cases are Partner structures like: Holding company / Company / Branch Office / Contact.

Am I missing something?

Thanks!

--
Daniel Reis
Managing Director
M: +351 919991307
E: DReis@OpenSourceIntegrators.com
Av Doutor Desidério Cambournac 12 • 2710-553 Sintra, Portugal


by Daniel Reis - 05:26 - 3 Mar 2021

Follow-Ups

  • Re: Partner Hierarchy module
    Contact relation is a tricky thing, takes a lot of insight and thinking as it relates to almost every area of odoo. It's master data, after all. 
    We also looked into the various OCA contact extensions, and they are great, but somtimes they were not enough to fulfill the needs of various customers. Thus we additionally created a contact location extension, contact ++, togheter with contact hierachy.
    In particular this can be helpful if a person is located in a company, but also works in a home office and is associated with a branch office of this organisation that is the regular work location of this contact. Electronic communication (phone/mail, etc) means are likewise related.

    BTW: Besides of 80 other enhancement,  as for 14 we now have developed and included a "studio" product and various shipping connectors into the ITISeasy.business distro. Lauching soon. 

    Von: "Holger Brunn" <mail@hunki-enterprises.com>
    An: "Odoo Community Association, (OCA) Contributors" <contributors@odoo-community.org>
    Gesendet: Mittwoch, 3. März 2021 19:07:28
    Betreff: Re: Partner Hierarchy module

    > No hierarchy in the sense of parent_of though with 


> https://github.com/OCA/partner-contact/tree/13.0/partner_multi_relation [1]


> Only feedback, in environments with the granularity requested on the


> partners, we simultaneously have requests for qualifications of relations


> between partners without any parent relations as funders, investors,


> administrators ... and partner_multi_relation module is a good complement

when conceiving this originally, I did toy with a `transitive` checkbox, then 
you could use transitive relations just like parent_of. But as the customer 
lost interest in this feature, so did I. Maybe Daniel will add it?

OTOH this case sounds more like composite relations: When partner A has 
relation X with B, and B relation Y with C, then A and C have relation Z. This 
also sounds like a very useful feature to have, and I think will be much less 
computationally expensive to implement if you don't just store the transitive 
closure above.



-- 
Your partner for the hard Odoo problems
https://hunki-enterprises.com

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    by Joerg Lorenz. - 11:21 - 4 Mar 2021
  • Re: Partner Hierarchy module

    p.s. partner in separate companies was meant to be a separate reply from our branch requirements 🙁 - Should have put a clearer divide....

    Richard deMeester

    Senior Development Analyst

    WilldooIT Pty Ltd

    E: richard.demeester@willdooit.com

    M: +61 403 76 76 76

    P: +61 3 9135 1900

    A: 10/435 Williamstown Road, Port Melbourne, Vic 3207

     

     

    Making growth through technology easy

     

     

    DISCLAIMER | This electronic message together with any attachments is confidential. If you are not the recipient, do not copy, disclose, or use the contents in any way. Please also advise us by e-mail that you have received this message in error and then please destroy this email and any of its attachments. WilldooIT Pty. Ltd. is not responsible for any changes made to this message and/or any attachments after sending by WilldooIT Pty. Ltd. WilldooIT Pty. Ltd. use virus scanning software but exclude all liability for virus or anything similar in this email or attachment.

    From: Daniel Reis <dreis@opensourceintegrators.com>
    Sent: Thursday, 4 March 2021 3:27 AM
    To: Contributors <contributors@odoo-community.org>
    Subject: Partner Hierarchy module
     
    Hello,

    I'm quite sure there was an OCA module to enable multilevel Partner parent/child relations, but I'm not finding it right now.
    Use cases are Partner structures like: Holding company / Company / Branch Office / Contact.

    Am I missing something?

    Thanks!

    --
    Daniel Reis
    Managing Director
    M: +351 919991307
    E: DReis@OpenSourceIntegrators.com
    Av Doutor Desidério Cambournac 12 • 2710-553 Sintra, Portugal


    _______________________________________________
    Mailing-List: https://odoo-community.org/groups/contributors-15
    Post to: mailto:contributors@odoo-community.org
    Unsubscribe: https://odoo-community.org/groups?unsubscribe

    by "Richard deMeester" <richard.demeester@willdooit.com> - 10:30 - 4 Mar 2021

    2 attachments 2 attachments

    Outlook-cusq0kuq.png
    Outlook-misckdbq.jpg
  • Re: Partner Hierarchy module

    Morning,

    Slightly off topic, but not entirely, we are looking at migrating the contact in several companies to v14, and it is not on the to be migrated list, does anyone know why?

    Internally, we have created a "holding compamy" module, but would be interested in an OCA inspired solution.

    We have a link between "branch" and "holding company", and then they can obvioulsy have their standard contacts beneath.  The nice things we added are:

    Check boxes on "does the invoice accumulate with the branch or the holding company", "statements go to branch / holding company" (some franchises want them to behave differently) , meaning on a case by case basis the call can be made to send the invoice up the chain or to the holding company.  We also have mods in the purchasing side to allow holding companies to have purchase prices, and when a PO goes to a branch, it uses the holding company's pricelist to buy.

    This has real use when dealing with "stores" from one chain, or "franchises".  These are common structures where two "company" entities need to be associated with each other.

    Richard

    Richard deMeester

    Senior Development Analyst

    WilldooIT Pty Ltd

    E: richard.demeester@willdooit.com

    M: +61 403 76 76 76

    P: +61 3 9135 1900

    A: 10/435 Williamstown Road, Port Melbourne, Vic 3207

     

     

    Making growth through technology easy

     

     

    DISCLAIMER | This electronic message together with any attachments is confidential. If you are not the recipient, do not copy, disclose, or use the contents in any way. Please also advise us by e-mail that you have received this message in error and then please destroy this email and any of its attachments. WilldooIT Pty. Ltd. is not responsible for any changes made to this message and/or any attachments after sending by WilldooIT Pty. Ltd. WilldooIT Pty. Ltd. use virus scanning software but exclude all liability for virus or anything similar in this email or attachment.

    From: Holger Brunn <mail@hunki-enterprises.com>
    Sent: Thursday, 4 March 2021 5:07 AM
    To: Contributors <contributors@odoo-community.org>
    Subject: Re: Partner Hierarchy module
     
    > No hierarchy in the sense of parent_of though with 

> https://github.com/OCA/partner-contact/tree/13.0/partner_multi_relation [1]

> Only feedback, in environments with the granularity requested on the

> partners, we simultaneously have requests for qualifications of relations

> between partners without any parent relations as funders, investors,

> administrators ... and partner_multi_relation module is a good complement

when conceiving this originally, I did toy with a `transitive` checkbox, then 
you could use transitive relations just like parent_of. But as the customer 
lost interest in this feature, so did I. Maybe Daniel will add it?

OTOH this case sounds more like composite relations: When partner A has 
relation X with B, and B relation Y with C, then A and C have relation Z. This 
also sounds like a very useful feature to have, and I think will be much less 
computationally expensive to implement if you don't just store the transitive 
closure above.


-- 
Your partner for the hard Odoo problems
https://hunki-enterprises.com

    _______________________________________________
    Mailing-List: https://odoo-community.org/groups/contributors-15
    Post to: mailto:contributors@odoo-community.org
    Unsubscribe: https://odoo-community.org/groups?unsubscribe

    by "Richard deMeester" <richard.demeester@willdooit.com> - 10:30 - 4 Mar 2021

    2 attachments 2 attachments

    Outlook-f3dd2oci.png
    Outlook-lnmyfreq.jpg
  • Re: Partner Hierarchy module 
    > No hierarchy in the sense of parent_of though with 

> https://github.com/OCA/partner-contact/tree/13.0/partner_multi_relation [1]

> Only feedback, in environments with the granularity requested on the

> partners, we simultaneously have requests for qualifications of relations

> between partners without any parent relations as funders, investors,

> administrators ... and partner_multi_relation module is a good complement

when conceiving this originally, I did toy with a `transitive` checkbox, then 
you could use transitive relations just like parent_of. But as the customer 
lost interest in this feature, so did I. Maybe Daniel will add it?

OTOH this case sounds more like composite relations: When partner A has 
relation X with B, and B relation Y with C, then A and C have relation Z. This 
also sounds like a very useful feature to have, and I think will be much less 
computationally expensive to implement if you don't just store the transitive 
closure above.


-- 
Your partner for the hard Odoo problems
https://hunki-enterprises.com
    by Holger Brunn - 07:06 - 3 Mar 2021

    1 attachments 1 attachments

    signature.asc
  • Re: Partner Hierarchy module
    Completely agree with you Holger

    No hierarchy in the sense of parent_of though with https://github.com/OCA/partner-contact/tree/13.0/partner_multi_relation

    Only feedback, in environments with the granularity requested on the partners, we simultaneously have requests for qualifications of relations between partners without any parent relations as funders, investors, administrators ... and partner_multi_relation module is a good complement :) 
    Bruno Joliveau - Président
    NUMIGI SOLUTIONS INC.
    (514) 317-7944

    Longueuil, Québec, Canada

    linkedinyoutubecustom-icontwitter


    Le mer. 3 mars 2021 à 12:16, Holger Brunn <mail@hunki-enterprises.com> a écrit :
    > Use cases are Partner structures like: Holding company / Company /


> Branch Office / Contact.


> Am I missing something?

https://github.com/OCA/partner-contact/tree/13.0/partner_multi_relation?
No hierarchy in the sense of parent_of though


-- 
Your partner for the hard Odoo problems
https://hunki-enterprises.com

    _______________________________________________
    Mailing-List: https://odoo-community.org/groups/contributors-15
    Post to: mailto:contributors@odoo-community.org
    Unsubscribe: https://odoo-community.org/groups?unsubscribe

    by Bruno Joliveau - 06:41 - 3 Mar 2021