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Warning banner on partner form if other partners have the same email

Project description

Odoo Community Association

Partner Email Duplicate Warn

Beta License: AGPL-3 OCA/partner-contact Translate me on Weblate Try me on Runboat

This module adds a warning banner on the partner form view if one or several other partners have the same e-mail. It helps spot duplicate partners. If the duplication is confirmed, the user can then use the native partner merge wizard available from the partner tree view (menu Action > Merge).

image1

It is similar to the native warning banner when another partner has the same VAT number. This module has a twin brother named partner_mobile_duplicate_warn which adds a warning banner when another partner has the same mobile phone number.

Table of contents

Configuration

No configuration required.

Usage

The warning banner is displayed on the partner form view if another partner: - has the same e-mail address (independantly from the case, from starting spaces and ending spaces), - is not the parent nor the child of the partner, - if the partner is attached to a specific company: is in the same company or is not attached to a specific company, - if the partner is not attached to a specific company: is in any company or not attached to a specific company.

Known issues / Roadmap

  • Add a button “Merge partner” in the end of the warning message to save clicks to user.

  • Set same_email_partner_id as Many2many and find a way to display all the duplicate in the warning banner with clickable links.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Akretion

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

alexis-via

This module is part of the OCA/partner-contact project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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