Contacts

[support321]

It has to render as a kanban that contain the persons (so Students, Teachers and Operators) and the Companies (these can be project partners or project applicants) all together. The single entity form view have to show the contact general details and in which Projects one contact has been involved. Also it has to include some enchancements on the details field, like "validity" for the person Contact Identification N., or specific attachment fields for Companies, like statements and other official documents, all of these based on the type of the contact.

Operators and Students can be internal employees of a company or external employees but Teachers and are always external and they do the job on behalf themselves, not as employees of a thrid company.

Students Teachers Operators

A Contact as indiviual can be either a Student, a Teacher or a Operator. They have these fields in common:

• Name
• Address (street, city, state, ZIP, country)
• Tax ID
• Phone/Mobile
• Email
• Title
• Birthdate
• Birthplace (city, state)
• (gest_call's) Attachments
• Projects involved in (list)

Teachers and Operators

• VAT
• Invoice Address (res.partner has child_ids for this so I think we can use that)
• Projects involved in -> Total hours

Teacher

• Topics of teaching (totally like category_id many2many field related to res.partner.category)
• Courses taught (list)

Companies

A company may have the same details as company in the res.partner Odoo standard. It must have:

• an attachment section with all the related documents
• the list of the project it has been involved, like partner of like applicant

---

Current tasks (always on update, for history follow the comments)

(from this)

• [x] Create one Contacts dashboard in which are listed, in a kanban like view, Companies and Persons all together.
  • [x] add custom filters to view only Companies, or only Teachers, or only Students, etc...
• [x] put Gest Call page to first position in res.partner form view
• [x] Make the form for creating person contact or company contact with the fields that change accordingly (like in figure)

[support321]

Task

• Create the Contacts dashboard in which are listed, in a kanban like view, person contacts (inherited from hr.employee) and company contacts (inherited from res.partner)
• Make the form for creating person contact or company contact with the fields that change accordingly (like in figure)

[support321]

review for committ b31e37b

good. I imagined a unique kanban-like view, with the possibility to filter teacher, students, operators and companies all togheter, it is possibile? @BoubakerAB

[BoubakerAB]

I did not understand this point : Make the form for creating person contact or company contact with the fields that change accordingly (like in figure) -> you want to show and hide fields when he is contact or company (what are his fields)

[support321]

-> you want to show and hide fields when he is contact or company (what are his fields)

Company only Fields	Person only fields
company name	Birth date
legal form	Job status
company dimension	works for (company)
fund subscription
social security drawer
referent (text field)

These are the non standard fields involved

[support321]

I'm going to elaborate further more the details that non-company Contacts must have, so the fundamentals are much more clear.

[support321]

review for 1259ee6

• When clicking on Contact menu action it has to show the kanban with Students + Teachers + Operators + Companies all together. It's then with the search function that the user find what it needs, so, when I start digiting in the search box in the tooltip suggestion there has to be some default filters like it happens in the dropdown menu in Contact module