| chat.freenode.net #tryton log beginning Sun Jan 3 12:00:01 AM CET 2021 | ||
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| LordVan | hi | 09:38 |
|---|---|---|
| LordVan | just wondering | 09:38 |
| LordVan | how does everyone deal with names .. in regards to sorting / .. and generating reports .. | 09:39 |
| LordVan | meaining I want to sort by the main company name (or surname if ti is a private customer) | 09:39 |
| LordVan | but of course on the invoice /.. i want to address as <tilte> <first name> <last name> | 09:39 |
| LordVan | but when I make internal reports (production documents I would want <last name>, <first name> | 09:40 |
| LordVan | (in case of private .. similar for some companies | 09:40 |
| LordVan | I was thinking it is probably best to have a seperate field like sort_name/internal_name or whatever I call it | 09:40 |
| LordVan | so internal docs and lists are sorted like that and use the normal name field for the "proper" salutation,.. | 09:41 |
| LordVan | [on 2nd thought while typing .. I might do it the other way around but never mind either] | 09:41 |
| LordVan | is this a "good" way to solve this or are there better ways to do this in trton? | 09:41 |
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| LordVan | how difficult is it to change the default search (for parties) to not just serach name, but other fields too? like I want it to include a "nickname" field too (we got customers with long names that have shortcuts that everyone uses,..) | 10:05 |
| cedk | LordVan: it is just about extending the search_rec_name method | 10:09 |
| cedk | LordVan: but you can already use the identifier to store nickname | 10:09 |
| LordVan | ah hadn't thought about that one | 10:09 |
| LordVan | btw (duno if you did see what I wrote before you (re-) joined. but just curious .. how do you usually handle things like first name, last name and using them in different orders (like internal use is sorted - and printed- by last name, but for invoices,.. you address differently) | 10:10 |
| LordVan | do people usually just add another field for internal use and/or external reports? | 10:11 |
| LordVan | or does it make more sense to store first/last name seperate and have methods that generate the form needed? | 10:11 |
| LordVan | cedk, actually what do you mean identifier? (as in wich property/db field) .. identifiers is tax code and stuff? | 10:16 |
| LordVan | nm i think you mean code don'T you? | 10:20 |
| LordVan | actually never mind that last line .. code is something else | 10:22 |
| cedk | LordVan: firstname, lastname is a bad design because not everybody has such | 10:25 |
| LordVan | yes i know | 10:25 |
| cedk | LordVan: I suggest you to embrasse the single Name | 10:25 |
| LordVan | just is very common in a lot of software | 10:25 |
| cedk | LordVan: a lot of software are wrong | 10:26 |
| LordVan | yep | 10:26 |
| cedk | or just European centric | 10:26 |
| LordVan | europe/usa ;) | 10:26 |
| LordVan | cedk, to be honest before we had that discussion last year or so i did some reading .. and realized just how bad a design it | 10:26 |
| LordVan | is | 10:26 |
| LordVan | so I think what i will do is I will add a second name field for internal docs | 10:27 |
| LordVan | which will contain the name how we use it internally instead of the (legal) full name of the person or company | 10:27 |
| LordVan | [I personally wouldn't mind using the proper one allt he time, but I have to go with user/employee acceptance on that .. and people do not like changes usually .. especially not big ones or lots at once] | 10:28 |
| cedk | LordVan: you can still use an identifier for that | 10:28 |
| LordVan | cedk, you mean make my own identifier type/class for that? | 10:29 |
| LordVan | like eu_vat,.. but like internal_name ? | 10:30 |
| LordVan | i think .. that might be .. weird from a workflow/understanding point of view for people to be honest | 10:30 |
| LordVan | is there any benefit in doing that as opposed to just making a new field? | 10:30 |
| cedk | LordVan: that's the goal of identifiers provide alternative ID | 10:34 |
| LordVan | hmm yeah I see what you mean | 10:34 |
| LordVan | I worry though .. having to go to identifiers, there add a new one and then find "Internal Name" int he dropdown to add it is not a very .. straightfoward workflow | 10:35 |
| LordVan | I could add that somehow in the main party "screen" to just show one specific identifier there with a box to enter the internal/alternative name .. but I think that would be more difficult than adding a field for little/no added benefit? | 10:37 |
| LordVan | also any queries would add another join with identifiers since i want that to be included in the main search on the UI | 10:38 |
| -!- irclog(~irclog@moretus.b2ck.com) has joined #tryton | 10:38 | |
| LordVan | [i doubt i will have any issues with performance because there are not a lot of users and only like 2k parties or so but still] | 10:39 |
| LordVan | I think I will add my own field for it .. since that is needed for nearly every single customer/party .. and going to have to add an identifier for everything is just going to be tedious on the end-user part | 10:41 |
| LordVan | thanks for the feedback though .. the idea with identifiers is interesting though might use that for something else | 10:41 |
| LordVan | importing from dolibarr is not straightforward though ..there is a difference between parties and contacts ..(different way to handle contacts ) | 10:52 |
| LordVan | cedk, is there a way to link a parties contact_mechanism with specific addresses? | 10:53 |
| LordVan | cedk, so that e.g. I do not import the employees of a company seperately as parties, but add them as a seperate address instead but link phone number/email? | 10:53 |
| LordVan | (i know i can put them there and add it as "name" for the contact_mechanism .. but I need to be able to match them for reports) | 10:54 |
| LordVan | [if that is not possible as-is I will probably just import all the company employees as parties too and use party_relationship to mark them as employees of that company | 10:54 |
| LordVan | unsure as to what is better | 10:54 |
| LordVan | using addresses for employees would have the benefit of not having so many parties and also the UI is well suited for this. on the other hand having to create parties for each employee is extra (administrative) work .. | 10:55 |
| LordVan | I was thinking I could maybe implement something similar to user_role does (from a data Model point of view) | 11:02 |
| LordVan | and UI wise have a column added with a dropdown either below in the contact_mechanism section or at the top with the address where one can pick | 11:04 |
| LordVan | (importing it would be a bit of a pain though | 11:04 |
| cedk | LordVan: I can not answer, I do not know why you are storing the address of employees of customer companies | 11:48 |
| LordVan | cedk, i do not need to store the address just names of the employiees | 12:27 |
| LordVan | but i could "abuse" the address one to do that | 12:27 |
| LordVan | I need to somehow add the individual employees that we might need to contact about projects | 12:28 |
| LordVan | alternatively | 12:28 |
| LordVan | it would be making more sense (likely anyway) to add them as parties and use party_relationship | 12:28 |
| LordVan | cedk, i was wondeirng .. would it be possible to maybe do some sort of voice call for a bit to clear up some of my questions on how to best do things? (of course i don't expect it for free) | 12:30 |
| LordVan | (should I have more questions that warrant it i mean) | 12:32 |
| cedk | LordVan: so for me it is a contact mechanism | 12:51 |
| LordVan | cedk, I suppose you could put it like that .. | 12:55 |
| LordVan | in very rare cases I have various addresses for seperate customers (ie. sites for the company) | 12:55 |
| LordVan | but those number so few it doesn't matter i guess | 12:55 |
| LordVan | hm | 12:55 |
| cedk | LordVan: so create multiple addresses | 12:56 |
| LordVan | yes | 12:58 |
| LordVan | i just thought about it again too | 12:58 |
| LordVan | the best way is to just add the employees as contact_mechanisms and in the few cases multiple addresses | 12:58 |
| LordVan | that can then be matched manually | 12:58 |
| cedk | I still do not understand why you are mixing addresses and contact | 13:00 |
| LordVan | well thinking about it .. in tryton i do not have to | 13:09 |
| LordVan | in dolibarr each contact had address, phone number,.. | 13:09 |
| LordVan | i was thinking in those ways still | 13:09 |
| LordVan | but you are righ | 13:09 |
| LordVan | in 99% of the cases I have .. adding the employees to contact as contact_mechanism will be enough | 13:10 |
| LordVan | the only (slight) pain is that an employee will have email, phone number maybe fax .. and i want all that is available printed on the report | 13:10 |
| LordVan | or is there a way to "group" contact_mechanisms ? | 13:11 |
| cedk | no | 13:11 |
| cedk | except by using a full party | 13:11 |
| LordVan | that is what I thought | 13:11 |
| LordVan | so I have to decide if I use full party for all the contacts or if i create some way to group my contact_mechanisms | 13:12 |
| LordVan | because having the people who use it have to pick out all the relevant contact_mechanism when generating the (internal) report for production is not really an option | 13:12 |
| cedk | but why would you need to group the contact mechanism, each is just one mechanism | 13:12 |
| LordVan | I need to print the phone number, email, fax,.. for each person on the reports | 13:13 |
| LordVan | in case there are qeustions about the order so that whoever has the qeustion has the details | 13:13 |
| LordVan | (I know in an ideal situation people would look it up in tryton .. but .. that is not going to happen) | 13:13 |
| LordVan | [to make it worse some people have multiple phone numbers too so .. I guess the only feasible way for me is to use a full party and party_relationship after all] | 13:14 |
| LordVan | and printing all contact_mechanisms for a party is not going to be feasible either for customers with more employees that order/are point of contact | 13:16 |
| LordVan | I will just have to use a full party for every contact. but thanks for the ideas .. but using contact_mechanisms would require me to do something to match stuff to a person,.. that is just way more (Development) effort than just creating full parties for everyone | 13:18 |
| LordVan | ACTION goes to look for examples on how to attach notes to parties (for import purposes) | 13:20 |
| LordVan | hmm why can I not get the ir.note model? | 13:26 |
| LordVan | https://dpaste.org/8iHu | 13:26 |
| LordVan | is that not possible in proteus? | 13:26 |
| cedk | LordVan: looks like the module user_role is not installed but it is registered in the database | 14:20 |
| LordVan | ah | 14:25 |
| LordVan | ok i had installed that on a whim to test something | 14:25 |
| LordVan | thanks | 14:25 |
| cedk | mainly the problem is that the model is still register in ir.model | 14:26 |
| LordVan | yes i reset my db to my "minimal testing state" anyway so the problem si gnoe | 14:31 |
| LordVan | btw | 14:31 |
| LordVan | since I haven't found it yet .. is there some XML dtd -- or exampel for the UI (for the XPATH expressions for views) .. ? - or a way to get it from the running instance? | 15:12 |
| LordVan | (considering themodular nature i do not really expect a DTD though ^^ | 15:14 |
| LordVan | hmm how do I get/attach a note from/to a party? | 15:21 |
| LordVan | I can see how I get the party object when I have the note.. but the other way around .. eludes me | 15:21 |
| LordVan | (that is more of a curiousity thing since I only need to create notes for now - in case of import errors I dump the invalid data [possibly invalid formated phone numbers,..] in notes ;) | 15:24 |
| LordVan | whoever in dolibarr decided to export country names in french is a moron | 16:04 |
| LordVan | good that they export country codes too | 16:04 |
| LordVan | I have to say .. I love the automatic verification of contact mechanism and identifiers | 16:28 |
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