Browse Source

Merge PR #1148 into 14.0

Signed-off-by pedrobaeza
14.0
OCA-git-bot 3 years ago
parent
commit
50dba44c62
  1. 98
      partner_deduplicate_filter/README.rst
  2. 3
      partner_deduplicate_filter/__init__.py
  3. 16
      partner_deduplicate_filter/__manifest__.py
  4. 35
      partner_deduplicate_filter/i18n/crm_deduplicate_filter.pot
  5. 39
      partner_deduplicate_filter/i18n/de.po
  6. 39
      partner_deduplicate_filter/i18n/es.po
  7. 40
      partner_deduplicate_filter/i18n/hr.po
  8. 40
      partner_deduplicate_filter/i18n/nl_NL.po
  9. 34
      partner_deduplicate_filter/i18n/partner_deduplicate_filter.pot
  10. 39
      partner_deduplicate_filter/i18n/sk.po
  11. 40
      partner_deduplicate_filter/i18n/sl.po
  12. 40
      partner_deduplicate_filter/i18n/tr.po
  13. 9
      partner_deduplicate_filter/readme/CONTRIBUTORS.rst
  14. 5
      partner_deduplicate_filter/readme/DESCRIPTION.rst
  15. 9
      partner_deduplicate_filter/readme/USAGE.rst
  16. BIN
      partner_deduplicate_filter/static/description/icon.png
  17. 102
      partner_deduplicate_filter/static/description/icon.svg
  18. 442
      partner_deduplicate_filter/static/description/index.html
  19. 3
      partner_deduplicate_filter/tests/__init__.py
  20. 82
      partner_deduplicate_filter/tests/test_partner_deduplicate_filter.py
  21. 3
      partner_deduplicate_filter/wizards/__init__.py
  22. 31
      partner_deduplicate_filter/wizards/partner_merge.py
  23. 18
      partner_deduplicate_filter/wizards/partner_merge_view.xml
  24. 1
      partner_tier_validation/__init__.py
  25. 1
      partner_tier_validation/__manifest__.py
  26. 1
      partner_tier_validation/data/tier_definition.xml
  27. 18
      partner_tier_validation/hooks.py
  28. 1
      setup/partner_deduplicate_filter/odoo/addons/partner_deduplicate_filter
  29. 6
      setup/partner_deduplicate_filter/setup.py

98
partner_deduplicate_filter/README.rst

@ -0,0 +1,98 @@
======================================
Exclude records from the deduplication
======================================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |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/14.0/partner_deduplicate_filter
: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-14-0/partner-contact-14-0-partner_deduplicate_filter
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/134/14.0
:alt: Try me on Runbot
|badge1| |badge2| |badge3| |badge4| |badge5|
This module extends the possibilities of the contact deduplication allowing
to filter the applicable set according to several criteria.
For now, only the filter for restricting the deduplication to only companies or
only contacts is implemented.
**Table of contents**
.. contents::
:local:
Usage
=====
To use this module, you need to:
#. Follow the instructions in the partner_deduplicate_acl addon to set up the
correct user permissions.
#. Go to *Contacts > Tools > Deduplicate Contacts*.
#. Mark "'Is a company?' field selected", "Parent company not set" or
"Parent company set (Contacts)" in the section 'Exclude contacts having'.
#. This criteria will be used for excluding in the deduplication the selected
kind of records.
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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_deduplicate_filter%0Aversion:%2014.0%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
~~~~~~~
* Tecnativa
Contributors
~~~~~~~~~~~~
* `Tecnativa <https://www.tecnativa.com>`_:
* Pedro M. Baeza
* Vicent Cubells
* Luis M. Ontalba
* Victor M.M. Torres
* João Marques
* Kevin Khao <kevin.khao@gmail.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.
This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/14.0/partner_deduplicate_filter>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

3
partner_deduplicate_filter/__init__.py

@ -0,0 +1,3 @@
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from . import wizards

16
partner_deduplicate_filter/__manifest__.py

@ -0,0 +1,16 @@
# Copyright 2016 Tecnativa - Pedro M. Baeza
# Copyright 2017 Tecnativa - Vicent Cubells
# Copyright 2019 Tecnativa - Victor M.M Torres
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
{
"name": "Exclude records from the deduplication",
"version": "14.0.1.0.0",
"category": "Tools",
"website": "https://github.com/OCA/partner-contact",
"author": "Tecnativa, Odoo Community Association (OCA)",
"license": "AGPL-3",
"installable": True,
"depends": ["partner_deduplicate_acl"],
"data": ["wizards/partner_merge_view.xml"],
}

35
partner_deduplicate_filter/i18n/crm_deduplicate_filter.pot

@ -0,0 +1,35 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_deduplicate_filter
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 11.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: <>\n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard_exclude_is_company
msgid "'Is a company?' field selected"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard_exclude_not_parent
msgid "Parent company not set"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard_exclude_parent
msgid "Parent company set (Contacts)"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model,name:partner_deduplicate_filter.model_base_partner_merge_automatic_wizard
msgid "base.partner.merge.automatic.wizard"
msgstr ""

39
partner_deduplicate_filter/i18n/de.po

@ -0,0 +1,39 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_deduplicate_filter
#
# Translators:
# Rudolf Schnapka <rs@techno-flex.de>, 2017
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 9.0c\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2017-03-28 02:27+0000\n"
"PO-Revision-Date: 2017-03-28 02:27+0000\n"
"Last-Translator: Rudolf Schnapka <rs@techno-flex.de>, 2017\n"
"Language-Team: German (https://www.transifex.com/oca/teams/23907/de/)\n"
"Language: de\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=(n != 1);\n"
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_is_company
msgid "'Is a company?' field selected"
msgstr "'Ist Unternehmen'-Feld ausgewählt"
#. module: partner_deduplicate_filter
#: model:ir.model,name:partner_deduplicate_filter.model_base_partner_merge_automatic_wizard
msgid "Merge Partner Wizard"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_not_parent
msgid "Parent company not set"
msgstr "Übergeordnetes Unternehmen nicht gepflegt"
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_parent
msgid "Parent company set (Contacts)"
msgstr "Übergeordnetes Unternehmen gesetzt (Kontakte)"

39
partner_deduplicate_filter/i18n/es.po

@ -0,0 +1,39 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_deduplicate_filter
#
# Translators:
# OCA Transbot <transbot@odoo-community.org>, 2017
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 9.0c\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2017-03-28 02:27+0000\n"
"PO-Revision-Date: 2017-03-28 02:27+0000\n"
"Last-Translator: OCA Transbot <transbot@odoo-community.org>, 2017\n"
"Language-Team: Spanish (https://www.transifex.com/oca/teams/23907/es/)\n"
"Language: es\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=(n != 1);\n"
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_is_company
msgid "'Is a company?' field selected"
msgstr "El campo '¿Es una compañía?' seleccionado"
#. module: partner_deduplicate_filter
#: model:ir.model,name:partner_deduplicate_filter.model_base_partner_merge_automatic_wizard
msgid "Merge Partner Wizard"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_not_parent
msgid "Parent company not set"
msgstr "La compañía padre no establecida"
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_parent
msgid "Parent company set (Contacts)"
msgstr "La compañía padre establecida (Contactos)"

40
partner_deduplicate_filter/i18n/hr.po

@ -0,0 +1,40 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_deduplicate_filter
#
# Translators:
# Bole <bole@dajmi5.com>, 2017
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 10.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2017-07-08 01:22+0000\n"
"PO-Revision-Date: 2017-07-08 01:22+0000\n"
"Last-Translator: Bole <bole@dajmi5.com>, 2017\n"
"Language-Team: Croatian (https://www.transifex.com/oca/teams/23907/hr/)\n"
"Language: hr\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=3; plural=n%10==1 && n%100!=11 ? 0 : n%10>=2 && n"
"%10<=4 && (n%100<10 || n%100>=20) ? 1 : 2;\n"
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_is_company
msgid "'Is a company?' field selected"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model,name:partner_deduplicate_filter.model_base_partner_merge_automatic_wizard
msgid "Merge Partner Wizard"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_not_parent
msgid "Parent company not set"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_parent
msgid "Parent company set (Contacts)"
msgstr ""

40
partner_deduplicate_filter/i18n/nl_NL.po

@ -0,0 +1,40 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_deduplicate_filter
#
# Translators:
# Peter Hageman <hageman.p@gmail.com>, 2017
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 10.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2017-06-09 08:00+0000\n"
"PO-Revision-Date: 2017-06-09 08:00+0000\n"
"Last-Translator: Peter Hageman <hageman.p@gmail.com>, 2017\n"
"Language-Team: Dutch (Netherlands) (https://www.transifex.com/oca/"
"teams/23907/nl_NL/)\n"
"Language: nl_NL\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=(n != 1);\n"
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_is_company
msgid "'Is a company?' field selected"
msgstr "'Is een bedrijf?' veld geselecteerd"
#. module: partner_deduplicate_filter
#: model:ir.model,name:partner_deduplicate_filter.model_base_partner_merge_automatic_wizard
msgid "Merge Partner Wizard"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_not_parent
msgid "Parent company not set"
msgstr "Moederbedrijf niet ingesteld"
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_parent
msgid "Parent company set (Contacts)"
msgstr ""

34
partner_deduplicate_filter/i18n/partner_deduplicate_filter.pot

@ -0,0 +1,34 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_deduplicate_filter
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 13.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_is_company
msgid "'Is a company?' field selected"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model,name:partner_deduplicate_filter.model_base_partner_merge_automatic_wizard
msgid "Merge Partner Wizard"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_not_parent
msgid "Parent company not set"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_parent
msgid "Parent company set (Contacts)"
msgstr ""

39
partner_deduplicate_filter/i18n/sk.po

@ -0,0 +1,39 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_deduplicate_filter
#
# Translators:
# gebri <gebri@inmail.sk>, 2017
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 9.0c\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2017-03-28 02:27+0000\n"
"PO-Revision-Date: 2017-03-28 02:27+0000\n"
"Last-Translator: gebri <gebri@inmail.sk>, 2017\n"
"Language-Team: Slovak (https://www.transifex.com/oca/teams/23907/sk/)\n"
"Language: sk\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=3; plural=(n==1) ? 0 : (n>=2 && n<=4) ? 1 : 2;\n"
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_is_company
msgid "'Is a company?' field selected"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model,name:partner_deduplicate_filter.model_base_partner_merge_automatic_wizard
msgid "Merge Partner Wizard"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_not_parent
msgid "Parent company not set"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_parent
msgid "Parent company set (Contacts)"
msgstr ""

40
partner_deduplicate_filter/i18n/sl.po

@ -0,0 +1,40 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_deduplicate_filter
#
# Translators:
# OCA Transbot <transbot@odoo-community.org>, 2017
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 9.0c\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2017-03-28 02:27+0000\n"
"PO-Revision-Date: 2017-03-28 02:27+0000\n"
"Last-Translator: OCA Transbot <transbot@odoo-community.org>, 2017\n"
"Language-Team: Slovenian (https://www.transifex.com/oca/teams/23907/sl/)\n"
"Language: sl\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=4; plural=(n%100==1 ? 0 : n%100==2 ? 1 : n%100==3 || n"
"%100==4 ? 2 : 3);\n"
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_is_company
msgid "'Is a company?' field selected"
msgstr "Polje 'Je pravna oseba' izbrano"
#. module: partner_deduplicate_filter
#: model:ir.model,name:partner_deduplicate_filter.model_base_partner_merge_automatic_wizard
msgid "Merge Partner Wizard"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_not_parent
msgid "Parent company not set"
msgstr "Nadrejena družba ni nastavljena."
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_parent
msgid "Parent company set (Contacts)"
msgstr "Nadrejena družba nastavljena (stiki)"

40
partner_deduplicate_filter/i18n/tr.po

@ -0,0 +1,40 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * partner_deduplicate_filter
#
# Translators:
# OCA Transbot <transbot@odoo-community.org>, 2017
# Ediz Duman <neps1192@gmail.com>, 2017
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 10.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2017-06-10 03:36+0000\n"
"PO-Revision-Date: 2017-06-10 03:36+0000\n"
"Last-Translator: Ediz Duman <neps1192@gmail.com>, 2017\n"
"Language-Team: Turkish (https://www.transifex.com/oca/teams/23907/tr/)\n"
"Language: tr\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=(n > 1);\n"
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_is_company
msgid "'Is a company?' field selected"
msgstr "' Bu bir şirket mi? ' Alanı seçili ise"
#. module: partner_deduplicate_filter
#: model:ir.model,name:partner_deduplicate_filter.model_base_partner_merge_automatic_wizard
msgid "Merge Partner Wizard"
msgstr ""
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_not_parent
msgid "Parent company not set"
msgstr "Üst firma Ayarlanmamışsa"
#. module: partner_deduplicate_filter
#: model:ir.model.fields,field_description:partner_deduplicate_filter.field_base_partner_merge_automatic_wizard__exclude_parent
msgid "Parent company set (Contacts)"
msgstr ""

9
partner_deduplicate_filter/readme/CONTRIBUTORS.rst

@ -0,0 +1,9 @@
* `Tecnativa <https://www.tecnativa.com>`_:
* Pedro M. Baeza
* Vicent Cubells
* Luis M. Ontalba
* Victor M.M. Torres
* João Marques
* Kevin Khao <kevin.khao@gmail.com>

5
partner_deduplicate_filter/readme/DESCRIPTION.rst

@ -0,0 +1,5 @@
This module extends the possibilities of the contact deduplication allowing
to filter the applicable set according to several criteria.
For now, only the filter for restricting the deduplication to only companies or
only contacts is implemented.

9
partner_deduplicate_filter/readme/USAGE.rst

@ -0,0 +1,9 @@
To use this module, you need to:
#. Follow the instructions in the partner_deduplicate_acl addon to set up the
correct user permissions.
#. Go to *Contacts > Tools > Deduplicate Contacts*.
#. Mark "'Is a company?' field selected", "Parent company not set" or
"Parent company set (Contacts)" in the section 'Exclude contacts having'.
#. This criteria will be used for excluding in the deduplication the selected
kind of records.

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<?xml version="1.0" encoding="utf-8" ?>
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
<head>
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<div class="document" id="exclude-records-from-the-deduplication">
<h1 class="title">Exclude records from the deduplication</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/partner-contact/tree/14.0/partner_deduplicate_filter"><img alt="OCA/partner-contact" src="https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/partner-contact-14-0/partner-contact-14-0-partner_deduplicate_filter"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/134/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module extends the possibilities of the contact deduplication allowing
to filter the applicable set according to several criteria.</p>
<p>For now, only the filter for restricting the deduplication to only companies or
only contacts is implemented.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#usage" id="id1">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id4">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id1">Usage</a></h1>
<p>To use this module, you need to:</p>
<ol class="arabic simple">
<li>Follow the instructions in the partner_deduplicate_acl addon to set up the
correct user permissions.</li>
<li>Go to <em>Contacts &gt; Tools &gt; Deduplicate Contacts</em>.</li>
<li>Mark “‘Is a company?’ field selected”, “Parent company not set” or
“Parent company set (Contacts)” in the section ‘Exclude contacts having’.</li>
<li>This criteria will be used for excluding in the deduplication the selected
kind of records.</li>
</ol>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id2">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/partner-contact/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_deduplicate_filter%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#id3">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id4">Authors</a></h2>
<ul class="simple">
<li>Tecnativa</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id5">Contributors</a></h2>
<ul class="simple">
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:
* Pedro M. Baeza
* Vicent Cubells
* Luis M. Ontalba
* Victor M.M. Torres
* João Marques</li>
<li>Kevin Khao &lt;<a class="reference external" href="mailto:kevin.khao&#64;gmail.com">kevin.khao&#64;gmail.com</a>&gt;</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id6">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/partner-contact/tree/14.0/partner_deduplicate_filter">OCA/partner-contact</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
</body>
</html>

3
partner_deduplicate_filter/tests/__init__.py

@ -0,0 +1,3 @@
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from . import test_partner_deduplicate_filter

82
partner_deduplicate_filter/tests/test_partner_deduplicate_filter.py

@ -0,0 +1,82 @@
# Copyright 2016 Tecnativa - Pedro M. Baeza
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from odoo.tests import common
from odoo.tools.safe_eval import safe_eval
class TestDeduplicateFilter(common.TransactionCase):
def setUp(self):
super().setUp()
self.partner_1 = self.env["res.partner"].create(
{
"name": "Partner 1",
"email": "partner1@example.org",
"is_company": True,
"parent_id": False,
}
)
self.partner_1.copy()
self.partner_2 = self.env["res.partner"].create(
{
"name": "Partner 2",
"email": "partner2@example.org",
"is_company": False,
"parent_id": self.partner_1.id,
}
)
self.partner_2.copy()
self.partner_3 = self.env["res.partner"].create(
{
"name": "Partner 3",
"email": "partner3@example.org",
"is_company": False,
"parent_id": False,
}
)
self.partner_3.copy()
self.wizard = self.env["base.partner.merge.automatic.wizard"].create(
{"group_by_email": True}
)
def test_deduplicate_exclude_is_company(self):
self.wizard.exclude_is_company = True
self.wizard.action_start_manual_process()
matched_founds = 0
for line in self.wizard.line_ids:
match_ids = safe_eval(line.aggr_ids)
if self.partner_1.id in match_ids:
self.assertTrue(False, "Partner with is company not excluded")
if self.partner_2.id in match_ids:
matched_founds += 1
if self.partner_3.id in match_ids:
matched_founds += 1
self.assertEqual(matched_founds, 2)
def test_deduplicate_exclude_not_parent(self):
self.wizard.exclude_not_parent = True
self.wizard.action_start_manual_process()
matched_founds = 0
for line in self.wizard.line_ids:
match_ids = safe_eval(line.aggr_ids)
if self.partner_1.id in match_ids:
self.assertTrue(False, "Partner without parent not excluded")
if self.partner_3.id in match_ids:
self.assertTrue(False, "Partner without parent not excluded")
if self.partner_2.id in match_ids:
matched_founds += 1
self.assertEqual(matched_founds, 1)
def test_deduplicate_exclude_parent(self):
self.wizard.exclude_parent = True
self.wizard.action_start_manual_process()
matched_founds = 0
for line in self.wizard.line_ids:
match_ids = safe_eval(line.aggr_ids)
if self.partner_2.id in match_ids:
self.assertTrue(False, "Partner with parent not excluded")
if self.partner_1.id in match_ids:
matched_founds += 1
if self.partner_3.id in match_ids:
matched_founds += 1
self.assertEqual(matched_founds, 2)

3
partner_deduplicate_filter/wizards/__init__.py

@ -0,0 +1,3 @@
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from . import partner_merge

31
partner_deduplicate_filter/wizards/partner_merge.py

@ -0,0 +1,31 @@
# Copyright 2016 Tecnativa - Pedro M. Baeza
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from odoo import fields, models
class BasePartnerMergeAutomaticWizard(models.TransientModel):
_inherit = "base.partner.merge.automatic.wizard"
exclude_is_company = fields.Boolean("'Is a company?' field selected")
exclude_not_parent = fields.Boolean("Parent company not set")
exclude_parent = fields.Boolean("Parent company set (Contacts)")
def _process_query(self, query):
if any([self.exclude_is_company, self.exclude_not_parent, self.exclude_parent]):
filters = []
if self.exclude_is_company:
filters.append("is_company = False")
if self.exclude_not_parent:
filters.append("parent_id IS NOT NULL")
if self.exclude_parent:
filters.append("parent_id IS NULL")
index_where = query.find("WHERE")
index_group_by = query.find("GROUP BY")
subquery = "%s" % " AND ".join(filters)
if index_where > 0:
subquery = "AND (%s) " % subquery
else: # pragma: no cover
subquery = "WHERE %s " % subquery
query = query[:index_group_by] + subquery + query[index_group_by:]
return super()._process_query(query)

18
partner_deduplicate_filter/wizards/partner_merge_view.xml

@ -0,0 +1,18 @@
<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2016 Tecnativa - Pedro M. Baeza
Copyright 2017 Tecnativa - Vicent Cubells
Copyright 2019 Tecnativa - Victor M.M Torres
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). -->
<odoo>
<record id="base_partner_merge_automatic_wizard_form" model="ir.ui.view">
<field name="model">base.partner.merge.automatic.wizard</field>
<field name="inherit_id" ref="base.base_partner_merge_automatic_wizard_form" />
<field name="arch" type="xml">
<field name='exclude_contact' position="before">
<field name="exclude_is_company" />
<field name="exclude_not_parent" />
<field name="exclude_parent" />
</field>
</field>
</record>
</odoo>

1
partner_tier_validation/__init__.py

@ -1,3 +1,4 @@
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from . import models
from .hooks import post_init_hook

1
partner_tier_validation/__manifest__.py

@ -14,4 +14,5 @@
"data/tier_definition.xml",
"views/res_partner_view.xml",
],
"post_init_hook": "post_init_hook",
}

1
partner_tier_validation/data/tier_definition.xml

@ -5,6 +5,7 @@
<field name="review_type">group</field>
<field name="reviewer_group_id" ref="base.group_user" />
<field name="definition_type">domain</field>
<field name="active" eval="False" />
<field
name="definition_domain"
>["&amp;",["is_company","=",True],"|",["active","=",True],["active","=",False]]</field>

18
partner_tier_validation/hooks.py

@ -0,0 +1,18 @@
# Copyright 2021 Tecnativa - Víctor Martínez
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from odoo import SUPERUSER_ID
from odoo.api import Environment
from odoo.tools import config
def post_init_hook(cr, pool):
"""
We need to activate the rule only if we are not in a test environment.
"""
if not config["test_enable"]:
env = Environment(cr, SUPERUSER_ID, {})
tier_partner = env.ref(
"partner_tier_validation.partner_tier_definition_company_only"
)
tier_partner.write({"active": True})

1
setup/partner_deduplicate_filter/odoo/addons/partner_deduplicate_filter

@ -0,0 +1 @@
../../../../partner_deduplicate_filter

6
setup/partner_deduplicate_filter/setup.py

@ -0,0 +1,6 @@
import setuptools
setuptools.setup(
setup_requires=['setuptools-odoo'],
odoo_addon=True,
)
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