Merge PR #1148 into 14.0

Signed-off-by pedrobaeza

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.

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

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"],
+}

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 ""
+

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)"

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)"

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 ""

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 ""

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 ""

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 ""

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)"

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 ""

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>

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.

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.

partner_deduplicate_filter/static/description/index.html

@@ -0,0 +1,442 @@
+<?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>
+<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
+<meta name="generator" content="Docutils: http://docutils.sourceforge.net/" />
+<title>Exclude records from the deduplication</title>
+<style type="text/css">
+
+/*
+:Author: David Goodger (goodger@python.org)
+:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $
+:Copyright: This stylesheet has been placed in the public domain.
+
+Default cascading style sheet for the HTML output of Docutils.
+
+See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to
+customize this style sheet.
+*/
+
+/* used to remove borders from tables and images */
+.borderless, table.borderless td, table.borderless th {
+  border: 0 }
+
+table.borderless td, table.borderless th {
+  /* Override padding for "table.docutils td" with "! important".
+     The right padding separates the table cells. */
+  padding: 0 0.5em 0 0 ! important }
+
+.first {
+  /* Override more specific margin styles with "! important". */
+  margin-top: 0 ! important }
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+  list-style-type: none }
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+</style>
+</head>
+<body>
+<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>

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

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)

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

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)

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>

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

partner_tier_validation/__manifest__.py

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

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>

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})

setup/partner_deduplicate_filter/odoo/addons/partner_deduplicate_filter

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

setup/partner_deduplicate_filter/setup.py

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