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Partner Classification

partner_classification folder_open OCA/partner-contact open_in_new
Contacts License: AGPL-3

This module provides the classification structure for res_partner.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets you create a structured list of partner classifications and assign one classification to each contact, as an alternative to free-form tags.

This module adds a new reference list called Partner Classifications, where you can define classifications with a name, an optional code and a company. You manage this list from the Contacts app under Configuration > Classifications, where you can create, edit, archive and search classifications; archived ones can be shown with a dedicated filter.

On every contact form, a new Classification field appears in the Sales & Purchases tab, next to the Industry field. Each contact can be linked to one classification. The classification is treated as a commercial field, so it is shared with the related company contacts in the same way as other commercial information.

Business rules shown by the code: - The name of a classification is required and can be translated. - The code must be unique: if you try to save a duplicate code, Odoo blocks it with the message "This code is already taken". - Classifications can be archived instead of deleted, and the form shows an Archived banner when they are inactive. - Classifications are company-aware: a classification can be shared across companies or restricted to one company, and users only see classifications of companies they are allowed to access.

Access rights: all internal users can read classifications, while only partner managers can create, modify or delete them. The module touches the contact model res.partner and the new model res.partner.classification.

Depends on

contacts

Menus it adds

Classifications
Models and fields (2)
  • res.partner · extends an existing modelclassification_id (Classification)
  • res.partner.classification · new modelcode, name, active, company_id

Text generated by AI (DeepSeek) from reading the Odoo 19.0 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: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 19.0

Confirmed on 2026-11-03 in branch 19.0 of OCA/partner-contact.

terminal Installation and usage

OCA documentation · Odoo 19.0

Assign a classification on a partner. The value will propagate to all contacts under the same commercial entity.

Go to:

Contacts → Configuration → Classifications

Create classification records as needed.

No verified information in OCA: Installation, Configuration.

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.