Add module partner_email_duplicate_warn

partner_email_duplicate_warn/README.rst

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+Will be generated from the README subdir

partner_email_duplicate_warn/__init__.py

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+from . import models

partner_email_duplicate_warn/__manifest__.py

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+# Copyright 2021 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Partner Email Duplicate Warn",
+    "version": "14.0.1.0.0",
+    "category": "Partner Management",
+    "license": "AGPL-3",
+    "summary": "Warning banner on partner form if another partner has the same email",
+    "author": "Akretion,Odoo Community Association (OCA)",
+    "maintainers": ["alexis-via"],
+    "website": "https://github.com/OCA/partner-contact",
+    "depends": ["base"],
+    "data": [
+        "views/res_partner.xml",
+    ],
+    "installable": True,
+}

partner_email_duplicate_warn/models/__init__.py

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+from . import res_partner

partner_email_duplicate_warn/models/res_partner.py

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+# Copyright 2021 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class ResPartner(models.Model):
+    _inherit = "res.partner"
+
+    same_email_partner_id = fields.Many2one(
+        "res.partner",
+        compute="_compute_same_email_partner_id",
+        string="Partner with same e-mail",
+        compute_sudo=True,
+    )
+
+    @api.depends("email", "company_id")
+    def _compute_same_email_partner_id(self):
+        for partner in self:
+            same_email_partner_id = False
+            if partner.email and partner.email.strip():
+                partner_email = partner.email.strip().lower()
+                domain = [("email", "=ilike", "%" + partner_email + "%")]
+                if partner.company_id:
+                    domain += [
+                        "|",
+                        ("company_id", "=", False),
+                        ("company_id", "=", partner.company_id.id),
+                    ]
+                partner_id = partner._origin.id
+                if partner_id:
+                    domain += [
+                        ("id", "!=", partner_id),
+                        "!",
+                        ("id", "child_of", partner_id),
+                        "!",
+                        ("id", "parent_of", partner_id),
+                    ]
+                search_partners = self.with_context(active_test=False).search(domain)
+                for search_partner in search_partners:
+                    if (
+                        search_partner.email
+                        and search_partner.email.strip().lower() == partner_email
+                    ):
+                        same_email_partner_id = search_partner
+                        break
+            partner.same_email_partner_id = same_email_partner_id

partner_email_duplicate_warn/readme/CONFIGURE.rst

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+No configuration required.

partner_email_duplicate_warn/readme/CONTRIBUTORS.rst

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+* Alexis de Lattre <alexis.delattre@akretion.com>

partner_email_duplicate_warn/readme/DESCRIPTION.rst

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+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*).
+
+.. figure:: static/description/partner_warn_banner.png
+   :alt: Warning banner on partner form
+
+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.

partner_email_duplicate_warn/readme/USAGE.rst

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+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.

partner_email_duplicate_warn/tests/__init__.py

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+from . import test_email_duplicate

partner_email_duplicate_warn/tests/test_email_duplicate.py

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+# Copyright 2021 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo.tests import tagged
+from odoo.tests.common import TransactionCase
+
+
+@tagged("post_install", "-at_install")
+class TestResPartner(TransactionCase):
+    def setUp(self):
+        super().setUp()
+        self.partner_simple = self.env["res.partner"].create(
+            {
+                "name": "Alexia Payet",
+                "email": "alexia.payet@akretion.com",
+            }
+        )
+        self.partner_space_start = self.env["res.partner"].create(
+            {
+                "name": "Alexia Payet",
+                "email": " alexia.payet@videolan.org",
+            }
+        )
+        self.partner_space_end = self.env["res.partner"].create(
+            {
+                "name": "Alexia Payet",
+                "email": "alexia.payet@via.ecp.fr ",
+            }
+        )
+        self.company1_id = self.env.ref("base.main_company").id
+        partner_company = self.env["res.partner"].create(
+            {
+                "name": "Test Company",
+                "is_company": True,
+                "country_id": self.env.ref("base.fr").id,
+            }
+        )
+        self.company2_id = (
+            self.env["res.company"]
+            .create(
+                {
+                    "name": "Test Company",
+                    "partner_id": partner_company.id,
+                    "currency_id": self.env.ref("base.EUR").id,
+                }
+            )
+            .id
+        )
+
+    def test_partner_duplicate_simple(self):
+        partner1 = self.env["res.partner"].create(
+            {
+                "name": "Test regular",
+                "email": "alexis.payet@akretion.com",
+            }
+        )
+        self.assertFalse(partner1.same_email_partner_id)
+        partner1.write({"email": "alexia.payet@akretion.com"})
+        self.assertEqual(partner1.same_email_partner_id, self.partner_simple)
+
+    def test_partner_duplicate_spaces_caps(self):
+        partner2 = self.env["res.partner"].create(
+            {
+                "name": "Test space",
+                "email": "alexia.payet@videolan.org",
+            }
+        )
+        self.assertEqual(partner2.same_email_partner_id, self.partner_space_start)
+        partner2.write({"email": "alexia.payet@videolan.org "})
+        self.assertEqual(partner2.same_email_partner_id, self.partner_space_start)
+        partner2.write({"email": " alexia.payet@videolan.org"})
+        self.assertEqual(partner2.same_email_partner_id, self.partner_space_start)
+        partner2.write({"email": " Alexia.Payet@videolan.org "})
+        self.assertEqual(partner2.same_email_partner_id, self.partner_space_start)
+        partner2.write({"email": "Alexia.Pazet@videolan.org"})
+        self.assertFalse(partner2.same_email_partner_id)
+        partner3 = self.env["res.partner"].create(
+            {
+                "name": "Test space2",
+                "email": "Alexia.Payet@via.ecp.fr",
+            }
+        )
+        self.assertEqual(partner3.same_email_partner_id, self.partner_space_end)
+        partner3.write({"email": " Alexia.Payet@via.ecp.fr"})
+        self.assertEqual(partner3.same_email_partner_id, self.partner_space_end)
+        partner3.write({"email": " Alexia.Payet@Via.Ecp.Fr "})
+        self.assertEqual(partner3.same_email_partner_id, self.partner_space_end)
+
+    def test_partner_duplicate_multi_company(self):
+        partner_company1 = self.env["res.partner"].create(
+            {
+                "name": "Toto",
+                "email": "alexandra.payet@via.ecp.fr",
+                "company_id": self.company1_id,
+            }
+        )
+        partner_company2 = self.env["res.partner"].create(
+            {
+                "name": "Toto",
+                "email": "alexandra.payet@via.ecp.fr",
+                "company_id": self.company2_id,
+            }
+        )
+        self.assertFalse(partner_company1.same_email_partner_id)
+        self.assertFalse(partner_company2.same_email_partner_id)
+        partner_company2.write({"company_id": False})
+        self.assertEqual(partner_company2.same_email_partner_id, partner_company1)
+
+    def test_partner_duplicate_parent_child(self):
+        parent_partner = self.env["res.partner"].create(
+            {
+                "name": "Rocket Corp",
+                "is_company": True,
+                "email": "contact@rocket.com",
+            }
+        )
+        child_partner = self.env["res.partner"].create(
+            {
+                "name": "M. Dupont",
+                "is_company": False,
+                "parent_id": parent_partner.id,
+                "email": "contact@rocket.com",
+            }
+        )
+        self.assertFalse(parent_partner.same_email_partner_id)
+        self.assertFalse(child_partner.same_email_partner_id)

partner_email_duplicate_warn/views/res_partner.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+
+    <record id="view_partner_form" model="ir.ui.view">
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form" />
+        <field name="arch" type="xml">
+            <div
+                attrs="{'invisible': [('same_vat_partner_id', '=', False)]}"
+                position="after"
+            >
+                <div
+                    class="alert alert-warning"
+                    role="alert"
+                    attrs="{'invisible': [('same_email_partner_id', '=', False)]}"
+                >
+                  Duplicate warning: partner <field
+                        name="same_email_partner_id"
+                    /> has the same <b>Email</b>.
+                </div>
+            </div>
+        </field>
+    </record>
+
+</odoo>

setup/partner_email_duplicate_warn/odoo/addons/partner_email_duplicate_warn

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+../../../../partner_email_duplicate_warn

setup/partner_email_duplicate_warn/setup.py

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+import setuptools
+
+setuptools.setup(
+    setup_requires=['setuptools-odoo'],
+    odoo_addon=True,
+)