Usability improvement for partner/address/contact on 7.0
In order to improve usability and conceptual meaning of "partner" single object on 7.0, I propose including this simple changes:
Partner Object:
1. Include new flags for identifying what kind of object is the record.
is_parner: On clicking all partner form fields will be shown, including accountancy fields.
is_address: On clicking only contact fields of partner's record will be shown, hidden all others
--> Records on that type will show a field many2one to partner (is_partner)
--> it will also show a one2many field to partner 'is_contact'.
is_contact: On clicking, only contact fields + job position will be shown on form.
--> Records on that type will show a field many2one to partner (is_partner or is_address)
--> It will also show a one2many field to is_address partners(If a single contact needs showing more than one personal address)
--> It will also show a one2many field to is_contact partners(If a contact needs showing relating contacts as wife or other kind of people)
2. Is_partner view will also show two one2many fields showing:
1: All related is_address partner records --> Opening form will show is_address form. Creating a new record will set by default "is_address" check.
2: All related is_contact partner records + all is_contact records assigned to one of its is_address records--> Opening form will show is_contact form. Creating a new record will set by default "is_contact" check.
3. On partner tree view by default only "is_partner" records will be shown.
4. ADD new menu entries for having "addresses" and "contacts" (not needed but pretty to have)
5. On SO document:
.- Delivery address: Set domain "partner_id" = Is_address type delivery
.- Invoice address: Set domain "partner_id" = is_address type invoice
6. On SO document:
.- Contact address is missing field from 6.1 --> Add contact address setting by defaul partner record.
.- Sales/Purchases address: Set domain "partner_id" = is_address type contact
7. Sending emails:
On sending Sales/purchases order: set field "to" with is_address record.email + set field CC: If exists contacts related to that address, concatenate all their emails (TO BE discussed)
On sending Picking automatically by email: set field "to" with is_address record.email + set field CC: If exists contacts related to that address, concatenate all their emails (TO BE discussed)
On sending Invoice automatically by email: set field "to" with is_address record.email + set field CC: If exists contacts related to that address, concatenate all their emails (TO BE discussed)
8. Printing documents:
SO Header:
Show Partner's name + fiscal data
If exists contacts related to contact address, add text: "Att:" concatenate contacts names on contact address
Show Deliverry address with contact's name(if exists)
Show invoice address with contact's name(if exists)
Picking Header:
Show Partner's name (field partner_id historically missing on pickings so it's causing several problems, should be fixed)
Show delivery address
Show delivery contacts name (if exists)
Invoice Header:
Show Partner's name
Show invoice address
Show invoice contacts name (if exists)
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Much more could be done in order to improve usability for final customer but I think this could be an starting point. Thank you:
Ana
Blueprint information
- Status:
- Not started
- Approver:
- None
- Priority:
- Undefined
- Drafter:
- None
- Direction:
- Needs approval
- Assignee:
- None
- Definition:
- New
- Series goal:
- None
- Implementation:
- Unknown
- Milestone target:
- None
- Started by
- Completed by