[18.0][IMP] partner_identification: add scheme field

partner_identification/__manifest__.py

@@ -17,6 +17,7 @@
         "views/res_partner_id_category_view.xml",
         "views/res_partner_id_number_view.xml",
         "views/res_partner_view.xml",
+        "views/res_company_view.xml",
     ],
     "author": "ChriCar Beteiligungs- und Beratungs- GmbH,"
     "Tecnativa,"

partner_identification/models/__init__.py

@@ -1,3 +1,4 @@
 from . import res_partner_id_number
 from . import res_partner_id_category
 from . import res_partner
+from . import res_company

partner_identification/models/res_company.py

@@ -0,0 +1,15 @@
+# Copyright 2026 Camptocamp SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import fields, models
+
+
+class ResCompany(models.Model):
+    _inherit = "res.company"
+
+    id_category_scheme_unique_check = fields.Boolean(
+        string="Enforce unique ID category scheme",
+        default=False,
+        help="When enabled, two Partner ID Categories cannot share the "
+        "same external `scheme` code.",
+    )

partner_identification/models/res_partner_id_category.py

@@ -29,6 +29,13 @@ def _get_default_color(self):
         help="Abbreviation or acronym of this ID type. For example, "
         "'driver_license'",
     )
+    scheme = fields.Char(
+        help="Code identifying this ID type in an external coding scheme "
+        "(eg. the Peppol ICD code '0088' for GLN, for EDI/UBL output). "
+        "Falls back to `code` when not set - only needed when `code` "
+        "(used for other purposes, eg. internal categorization) differs "
+        "from the code an external system expects.",
+    )
     name = fields.Char(
         string="ID name",
         required=True,
@@ -40,6 +47,26 @@ def _get_default_color(self):
         "Python validation code", help="Python code called to validate an id number."
     )
 
+    @api.constrains("scheme")
+    def _check_scheme_unique(self):
+        if not self.env.company.id_category_scheme_unique_check:
+            return
+        for rec in self:
+            if not rec.scheme:
+                continue
+            duplicate = self.search(
+                [("scheme", "=", rec.scheme), ("id", "!=", rec.id)], limit=1
+            )
+            if duplicate:
+                raise ValidationError(
+                    self.env._(
+                        "The scheme code '%(scheme)s' is already used by "
+                        "another ID category (%(other)s).",
+                        scheme=rec.scheme,
+                        other=duplicate.display_name,
+                    )
+                )
+
     @api.model
     def _search_duplicate(self, category_id, id_number, force_active=False):
         """Find duplicates for the given category and number."""

partner_identification/readme/CONFIGURE.md

@@ -8,6 +8,20 @@ Code:
 Code, abbreviation or acronym of this ID type. For example,
 'driver_license'
 
+Scheme:  
+Optional code identifying this ID type in an external coding scheme (for
+example the Peppol ICD code '0088' for GLN, used for EDI/UBL output).
+Falls back to `Code` when not set - only needed when `Code` (used for
+other purposes, e.g. internal categorization) differs from the code an
+external system expects.
+
+By default, two different ID Categories can share the same `Scheme`. To
+forbid this, enable "Enforce unique ID category scheme" on the company
+(Settings \> Companies \> a company \> Partner Identification). Once
+enabled, saving an ID Category whose `Scheme` is already used by another
+one raises a validation error. Categories with no `Scheme` set never
+conflict, even when this is enabled.
+
 Python validation code:  
 Optional python code called to validate ID numbers of this ID type. This
 functionality can be overridden by setting `id_no_validate` to `True` in

partner_identification/tests/test_partner_identification.py

@@ -43,6 +43,36 @@ def test_update_partner_with_category(self):
         self.assertEqual(len(partner_1.id_numbers), 0)
 
 
+class TestPartnerIdCategorySchemeUnique(common.TransactionCase):
+    def test_duplicate_scheme_allowed_by_default(self):
+        # The check is off by default - duplicates are allowed.
+        self.assertFalse(self.env.company.id_category_scheme_unique_check)
+        self.env["res.partner.id_category"].create(
+            {"code": "cat1", "name": "Cat 1", "scheme": "TESTSCHEME"}
+        )
+        # Does not raise.
+        self.env["res.partner.id_category"].create(
+            {"code": "cat2", "name": "Cat 2", "scheme": "TESTSCHEME"}
+        )
+
+    def test_duplicate_scheme_blocked_when_enabled(self):
+        self.env.company.id_category_scheme_unique_check = True
+        self.env["res.partner.id_category"].create(
+            {"code": "cat1", "name": "Cat 1", "scheme": "TESTSCHEME"}
+        )
+        with self.assertRaises(ValidationError), self.cr.savepoint():
+            self.env["res.partner.id_category"].create(
+                {"code": "cat2", "name": "Cat 2", "scheme": "TESTSCHEME"}
+            )
+
+    def test_no_scheme_never_blocked(self):
+        # Categories with no `scheme` set never conflict, even when enabled.
+        self.env.company.id_category_scheme_unique_check = True
+        self.env["res.partner.id_category"].create({"code": "cat1", "name": "Cat 1"})
+        # Does not raise.
+        self.env["res.partner.id_category"].create({"code": "cat2", "name": "Cat 2"})
+
+
 class TestPartnerCategoryValidation(common.TransactionCase):
     def test_partner_id_number_validation(self):
         partner_id_category = self.env["res.partner.id_category"].create(

partner_identification/views/res_company_view.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="view_company_form_id_category_scheme" model="ir.ui.view">
+        <field name="name">res.company.form.id_category_scheme_unique_check</field>
+        <field name="model">res.company</field>
+        <field name="inherit_id" ref="base.view_company_form" />
+        <field name="arch" type="xml">
+            <xpath expr="//div[hasclass('oe_title')]" position="after">
+                <group string="Partner Identification">
+                    <field name="id_category_scheme_unique_check" />
+                </group>
+            </xpath>
+        </field>
+    </record>
+</odoo>

partner_identification/views/res_partner_id_category_view.xml

@@ -11,6 +11,7 @@
                         <group>
                             <field name="name" />
                             <field name="code" />
+                            <field name="scheme" />
                             <field name="validation_code" />
                         </group>
                         <group>
@@ -60,6 +61,18 @@ failed = not id_number.name.startswith(self.code) and True or False
             </list>
         </field>
     </record>
+    <record id="view_partner_id_category_search" model="ir.ui.view">
+        <field name="name">res.partner.id_category.search</field>
+        <field name="model">res.partner.id_category</field>
+        <field name="type">search</field>
+        <field name="arch" type="xml">
+            <search string="Partner ID Categories">
+                <field name="name" />
+                <field name="code" />
+                <field name="scheme" />
+            </search>
+        </field>
+    </record>
     <record id="action_partner_id_category" model="ir.actions.act_window">
         <field name="name">Partner ID Categories</field>
         <field name="res_model">res.partner.id_category</field>

partner_identification/views/res_partner_id_number_view.xml

@@ -42,6 +42,28 @@
             </list>
         </field>
     </record>
+    <record id="view_partner_id_numbers_search" model="ir.ui.view">
+        <field name="name">res.partner.id_number.search</field>
+        <field name="model">res.partner.id_number</field>
+        <field name="type">search</field>
+        <field name="arch" type="xml">
+            <search string="Partner ID Numbers">
+                <field name="name" />
+                <field name="partner_id" />
+                <field name="category_id" />
+                <field
+                    name="name"
+                    string="Category Code"
+                    filter_domain="[('category_id.code', 'ilike', self)]"
+                />
+                <field
+                    name="name"
+                    string="Category Scheme"
+                    filter_domain="[('category_id.scheme', 'ilike', self)]"
+                />
+            </search>
+        </field>
+    </record>
     <record id="action_partner_id_numbers_form" model="ir.actions.act_window">
         <field name="name">Partner ID Numbers</field>
         <field name="res_model">res.partner.id_number</field>