myacc ES kontaktu papildinājums (myacc_eu_contacts)

# myacc_eu_contacts — Website Description

Prepared from the source code of version 19.0.1.7.40. This document describes current features and changes to standard Odoo forms, rather than a release history. The live website was not tested when preparing this description.

## Copy for the Module Page

### EU Company Contacts and Customer Portal for Odoo

**60-day trial period.** Explore the module's features during a 60-day trial.

Licence fees are non-refundable, as the user is provided with the opportunity to evaluate the functionality and suitability of the Software free of charge during a 60-day trial period prior to purchasing the licence, except where a refund is required by applicable law.

myacc_eu_contacts extends the standard Contacts app in Odoo 19 and connects customer records with website registration and the customer portal. It helps businesses manage company and individual details, check VAT numbers through VIES, maintain bank information, and record relationships between organisations and their representatives.

Customers can register with their first name, last name, and country, sign in using an email address or a saved phone number with a password, update their personal details, and choose which types of communication they allow. The My Companies section displays their company relationships and lets them request a connection to an existing company. Confirmed representatives with the Director or Accountant role can invite people and manage their relationship records.

### Key Features

- **Extended contact records.** Store company registration numbers, personal identification codes, EORI, REGON, KRS, and D‑U‑N‑S numbers, along with separate first and last names, date of birth, categories, and additional contact details.

- **VAT verification.** Check VAT numbers through VIES for supported countries, view verification results and dates, and retain a history of service responses and errors.

- **Phone number management.** Keep multiple numbers on a contact record, normalise numbers to an international format, and assign a separate phone number for user login.

- **Contact relationships.** Record relationships between companies and people, including roles, validity dates, and confirmation status.

- **Bank details.** Maintain a bank directory, identify banks from IBANs for supported countries, record correspondent bank details, and select your own company's bank accounts for use on invoices.

- **Communication permissions.** Record processing purposes and lawful bases, validity periods, sources, and supporting evidence, including consent withdrawals and objections.

- **Additional directories and tools.** Manage company legal forms and personal titles, countries and territories, contact categories, and select attachments from the related record when composing an email.

## Website Changes and User Actions

| Area | User action | Result |

| --- | --- | --- |

| Registration | Select a language and enter first name, last name, email, country, password, and password confirmation; optionally provide a phone number and personal identification code | An account is created with an individual contact record. The default country comes from the website setting or, if unset, the website company's country |

| Registration terms | Accept the terms and conditions | The server rejects registration if acceptance is missing |

| Login | Enter an email address and password, or select a country calling code and enter a phone number and password | For phone login, the system finds an active user by their saved login number and uses standard authentication |

| Personal details | Edit name, contact details, country, and personal identification code | The contact record is updated. Latvian and Lithuanian personal codes are checked for an 11-digit format; Latvian codes may include a hyphen |

| Address | Enter address details | Street, city, postcode, and state or region are optional in the modified address forms; country remains required |

| Communication permissions | Enable or disable individual communication preferences | The system creates consent records or withdraws existing consent for the relevant purposes |

| My Companies | Open the list of connected organisations | View companies, roles, validity dates, and relationship statuses |

| Company connection request | Enter an existing company's name or registration number | The request is emailed to its active, confirmed representatives with the Director or Accountant role. It is not sent if no suitable recipient is available |

| Representative invitation | A director or accountant enters a person's details, role, and validity dates | A relationship is created or updated, and an email containing a confirmation link is sent |

| Invitation confirmation | Open a valid confirmation link | The person's relationship with the company is confirmed |

| Representative management | An authorised representative opens the people list and edits a record | Update the role, validity dates, and active status, and view active or inactive records |

The customer portal provides separate preferences for marketing messages, commercial offers, service expiry reminders, newsletters, third-party offers, and profiling or segmentation.

## Notes for the Website Owner

- Phone login requires a password. SMS codes and phone ownership verification are not implemented in the reviewed module code.

- Registration sets a flag indicating that the user needs verification. The code may deactivate the user if they are not logged into the current session. A complete mandatory email verification flow was not established from this module alone; do not advertise it without checking the full website configuration.

- The registration terms link currently points to `#`. Replace it with the actual terms page URL before using the form.

- reCAPTCHA is displayed when a public key is configured. Verification of its response was not found in the module's own server controller. Actual protection needs to be checked together with standard Odoo components and other installed modules.

- A company relationship and its role do not by themselves establish access to all company documents. Access to invoices, orders, and other records depends on the relevant modules and system rules.

- The module records consent and processing grounds. Do not claim that all mailing tools automatically enforce these preferences without checking their integrations.

- Field support and validation vary by country. Registration fields do not imply automatic data retrieval from every EU national company register.