partner-contact/partner_email_duplicate_warn/README.rst
2024-10-01 07:51:46 +02:00

120 lines
4.5 KiB
ReStructuredText

============================
Partner Email Duplicate Warn
============================
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:e913ed3a2d09a1bcf38e84716d752129e458d0daca05e796c69943998ddf3849
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github
:target: https://github.com/OCA/partner-contact/tree/17.0/partner_email_duplicate_warn
:alt: OCA/partner-contact
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/partner-contact-17-0/partner-contact-17-0-partner_email_duplicate_warn
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/partner-contact&target_branch=17.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
This module adds a warning banner on the partner form view if another
partner has 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. T his module has a twin brother named
**partner_mobile_duplicate_warn** which adds a warning banner when
another partner has the same mobile phone number.
.. |image1| image:: https://raw.githubusercontent.com/OCA/partner-contact/17.0/partner_email_duplicate_warn/static/description/partner_warn_banner.png
**Table of contents**
.. contents::
:local:
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 <https://github.com/OCA/partner-contact/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 <https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_email_duplicate_warn%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
-------
* Akretion
Contributors
------------
- Alexis de Lattre <alexis.delattre@akretion.com>
Maintainers
-----------
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
.. |maintainer-alexis-via| image:: https://github.com/alexis-via.png?size=40px
:target: https://github.com/alexis-via
:alt: alexis-via
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-alexis-via|
This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/17.0/partner_email_duplicate_warn>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.