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Module: partner_firstname

Module: partner_firstname

Agent Intelligence File - Read this FIRST for routing and context

Identity

Field Value
Technical Name partner_firstname
Version 18.0.1.0.1
Source Path D:\github_repos\05_samai_business_environment\partner_firstname
Manifest D:\github_repos\05_samai_business_environment\partner_firstname\__manifest__.py
Documentation D:\github_repos\30_samai_saas_host_management\samai_software_documentation\docs\04_modules\partner_firstname\
Online URL https://sme.ec/documentation/modules/partner-firstname
Status Active
Last Verified 2025-01-26

Quick Summary

partner_firstname is an OCA module that adds separate firstname and lastname fields to partners (contacts). The name field becomes a computed field that combines firstname and lastname based on configurable order (first-last, last-first, or last-comma-first). Existing partner names are automatically split during installation using intelligent parsing.

Dependencies

Odoo Module Dependencies

  • base_setup - Odoo base settings

Python Libraries Required

  • None additional (uses base Odoo)

For End Users (What Can This Do For Me?)

  • Enter first name and last name separately for contacts
  • Configure name display order (First Last, Last First, Last, First)
  • Full name computed automatically from parts
  • Edit full name and it splits back into parts
  • Existing contacts parsed automatically during installation
  • Required by crm_lead_firstname for CRM integration

For Developers (Technical Reference)

Component Count Details
Models 3 res.partner (inherit), res.users (inherit), res.config.settings (inherit)
Controllers 0 None
Views 3 Partner, user, and settings forms
JS Files 0 None
Security Rules 0 Uses inherited permissions

Key Files:
- models/res_partner.py - Core name splitting/computing logic
- models/res_users.py - User name handling
- models/base_config_settings.py - Name order configuration
- hooks.py - Post-install hook to split existing names

Agent Instructions

When to Use This Knowledge

  • User asks about: partner names, first name field, split names, name order
  • User wants to: separate firstname/lastname, change name display order
  • User mentions: partner_firstname, OCA name module, firstname lastname fields
  • /cto-developer - For customization or bug fixes

Delegate To

  • /cto - For architecture decisions about name handling
  • /cto-developer - For implementation changes

Cross-References

  • Child Module: crm_lead_firstname - Extends this for CRM leads
  • crm_lead_firstname - Uses this for lead name handling
  • base_setup - Required dependency

Known Gotchas (Painfully Learned)

  1. Name Becomes Computed - The name field changes to computed/stored - some code assuming writeable name may break
  2. Installation Parsing - On install, all existing names are parsed - results may vary for unusual name formats
  3. Company Names - Company names go entirely to lastname, firstname stays empty
  4. Name Order Setting - Changing name order requires recalculating all partner names
  5. SQL Constraint Disabled - The native check_name constraint is disabled - validation is Python-based

Verification Checklist

  • [x] Source path exists and is correct
  • [x] Version matches manifest.py
  • [x] Dependencies list is current
  • [x] Model count matches reality
  • [x] Controller count matches reality
  • [x] Quick summary accurately describes module
  • [x] Cross-references are valid
  • [x] Known gotchas are still relevant

Last Verification: 2025-01-26 by CTO Module Docs Agent

Change History

Date Change By
2025-01-26 Initial creation CTO Module Docs Agent
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