Hello Albert,

great that you reanimate the discussion.

Wed, 9 Oct 2013 19:15:29 +0200
Albert Cervera i Areny <[email protected]>:
>I've just created a blueprint for it. Your comments will be very
>welcomed.
>[1] https://code.google.com/p/tryton/wiki/PartyRelationship

IIUC the blueprint proposes structural relationships like memberships or
roll-ups. IMHO the handling of structuring parties without sorting them
them into persons and (legal/informal) organizations makes the
later use of the information complicated (See [1] for the aged
plannings).

But more important for me is, relationships could be so much more
than *just* a structural roll-up of people and organizations.

Len Silverston, - the guy from whom we borrowed the conception of the
actual party model,- proposes already a conception[2][3] for a
relationship management which introduces *party roles* to relate
parties in a relationship. His proposed design is not restricted to the
management of *structural relationships* or just *customer
relationships*. Len's model is able to handle the traditional
customer relationships like (see table 1 for the data):

    "In a Customer-Relationship, Party ACME Company takes the
    role as a Customer of DEF firm an Internal Organization"

but also to collect information about a competitor:

     "In a Customer-Relationship, Party Eric is a Customer
        of Party UVW an (external) Competitor"

It can be used to describe hierarchical relationships like company
roll-ups your blueprint also provides,

    "In a Organization-Rollup-Relationship, Party XYZ is a Subsidiary
        of Party ABC the Parent Organization"
    "In a Organization-Rollup-Relationship, Party DEF is a Subsidiary
        of Party ABC the Parent Organization"

or handle information with different opinions

    "In Sales-Lead-Relationship, Party Thomas is a Hot-Lead
        of Party Victor an internal employee"
    "In Sales-Lead-Relationship, Party Thomas is a Cold-Lead
        of Party Jack an internal employee"

    "In a Sale-Chance-Relationship, Party Thomas is a 90%-Chance
        of Party Victor an internal employee"
    "In a Sale-Chance-Relationship, Party Thomas is a 10%-Chance
        of Party Jack an internal employee"

The basic idea of Silverston's conception is to collect
semantic information the company is interested in separated by 
relationship types. It is using the "roles" (and role types) the parties
*take* or *play* in the relationship as the "relators".

So for me, either the name 'Relationship' or 'Relation' is much too
general for the structure-only approach of the blueprint, or the
functionality misses all the needed parts to build real *semantic*
relationships.

Regards Udo



Table 1:

============  ==========  ==========  ===========  ============
PARTY
RELATIONSHIP  FROM        FROM        TO           TO
TYPE NAME     PARTY       ROLE        PARTY        ROLE
============  ==========  ==========  ===========  ============
Customer      ACME        Customer    DEF          Internal
Relationship  Company                 firm         organization
------------  ----------  ----------  -----------  ------------
Customer      Eric        Customer    UVW          Competitor
Relationship, 
------------  ----------  ----------  -----------  ------------
Organization  XYZ         Subsidiary  ABC          Parent
Rollup        firm                    company      Organization
------------  ----------  ----------  -----------  ------------
Organization  DEF         Subsidiary  ABC          Parent
Rollup        company                 company      Organization
------------  ----------  ----------  -----------  ------------
Sales-Lead    Thomas      Hot-Lead    Victor       internal
                                                   employee
------------  ----------  ----------  -----------  ------------
Sales-Lead    Thomas      Cold-Lead   Jack         internal
                                                   employee
------------  ----------  ----------  -----------  ------------
Organization  Customer    Division    DEF          Subsidiary
Rollup        Service                 firm
              Division
------------  ----------  ----------  -----------  ------------
Agent         Sell-       Sales       DEF          Internal
Relationship  Assist.     agent       firm         organization
              Corp.
------------  ----------  ----------  -----------  ------------
Supplier      Fantastic   Supplier    DEF          Internal
Relationship  Supplies                firm         organization
------------  ----------  ----------  -----------  ------------


[1] https://codereview.appspot.com/2001042/
[2] Silverston, Len:"Data Model Resource Book Volume 1", 2001,
    Wiley, http://books.google.de/books?id=XkBPl4Ted40C
[3] http://media.wiley.com/assets/281/22/v1diagram.jpg

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