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David Harper committed 2020-12-15 12:37:15 +00:00
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############
Party Module
############
The party module defines the concepts of party, identifier, category and
contact mechanism. It also comes with reports to print labels and letters and a
*Check VIES* wizard.
The *Party Module* is used to store and manage information about people,
businesses, organisations, and associations.
It allows you to save information such as contact details, addresses,
identifiers and the language used by each of these different entities.
.. toctree::
:maxdepth: 2
Party
*****
A party can be a person, a company or any organisation that one want
to consider as the same entity. A party is defined by a name, a code,
a language, identifiers, categories, contact mechanisms and a list of
addresses.
Two reports are available:
- The *Labels* report creates a document with the names and addresses
of all selected parties which are preformatted to be printed on
labels that can be stuck on an envelope.
- The *Letter* report create a document pre-filled with the company
header, the address of the recipient, a date, a greeting, an ending
and the signature of the current reader.
The *Check VIES* wizard allows to check the European VAT number identifier of
parties with the VIES web service.
The *Replace* wizard allows to replace duplicate record by the original and
relink all the related documents.
The *Erase* wizard allows to erase all personal data of a party from the system
included the historized data and the resources attached for all the parties
which were replaced by this one.
Address
*******
An address is made of a name, a street, a zip number, a city, a
country, a subdivision. A sequence allow to order them.
The field *Full Address* returns the formatted address included the name of the
party if the context has `address_with_party` set to True, the attention name
if the context has `address_attention_party` set to a party and without the
country if the context key `address_from_country` is the same as the country of
the address.
Address Format
**************
It allows to define per country and language, how addresses should be
formatted.
Address Subdivision Type
************************
It allows to define for each country which types of subdivision are allowed on
the address.
Contact Mechanism
*****************
A contact mechanism is made of a type, value and comment. Type can be
*Phone*, *Mobile*, *Fax*, *E-Mail*, *Website*, *Skype*, *SIP*, *IRC*,
*Jabber* or *Other*.
Category
********
A Category is just composed of a name, thus constituting tags that can
be associated to parties. Categories are organised in a tree structure.
usage
design
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@@ -10,9 +10,12 @@ from setuptools import setup, find_packages
def read(fname):
return io.open(
content = io.open(
os.path.join(os.path.dirname(__file__), fname),
'r', encoding='utf-8').read()
content = re.sub(
r'(?m)^\.\. toctree::\r?\n((^$|^\s.*$)\r?\n)*', '', content)
return content
def get_require_version(name):
@@ -80,7 +83,7 @@ setup(name=name,
download_url=download_url,
project_urls={
"Bug Tracker": 'https://bugs.tryton.org/',
"Documentation": 'https://docs.tryton.org/',
"Documentation": 'https://docs.tryton.org/projects/modules-party/',
"Forum": 'https://www.tryton.org/forum',
"Source Code": 'https://hg.tryton.org/modules/party',
},