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Partner Category Multi Company

partner_category_multi_company folder_open OCA/multi-company open_in_new
Uncategorised License: AGPL-3

This module add multi-company management to partner categories

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Assign partner categories (tags) to a specific company, so each company only sees and uses its own categories. Adds a Company field on partner categories and filters them per company.

This module makes partner categories (the tags you put on contacts) company-specific. On the partner category form and list you get a new Company field, visible only to users who can work with multiple companies.

  • Each category can be linked to one company, or left empty to be shared.
  • A record rule limits which categories each user can see: only those belonging to the companies the user is allowed to work with, plus the shared ones with no company.
  • When you assign categories to a contact, only categories that are compatible with the contact's company are allowed, because the category field on contacts is company-checked.
  • A category's parent category must belong to the same company as the category itself, thanks to the company check on the parent field.
  • Deleting a company also deletes its categories.

It touches the contact model (res.partner) and the partner category model (res.partner.category). The Company field appears on the partner category form and list views.

Depends on

base
Models and fields (2)
  • res.partner · extends an existing modelcategory_id
  • res.partner.category · extends an existing modelparent_id, company_id

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

Sources · Odoo 18.0

Confirmed on 2026-11-03 in branch 18.0 of OCA/multi-company.

terminal Installation and usage

No verified information

Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.