Contributors mailing list archives

contributors@odoo-community.org

Re: Partner unicity

by
Therp, Holger Brunn
- 18/04/2018 07:56:37
> All ideas and experiences are welcomed before I start to write modules

> on this topic. I haven't searched deeply if there are existing OCA

> modules on this topic, so please mention them if you know some.

as other people wrote, a one size fits it all will be difficult I guess.
For one customer, I have an onchange on all relevant fields, and then
using https://github.com/OCA/web/tree/8.0/web_onchange_action, I return
a popup with possible matches if I found any, allowing the user to
either take over already filled in values to the existing partner, or
click the message away and continue filling in the presumably new
person/company.
This is all hardcoded specific to the customer, but I think a little
configuration about which fields should be unique, fuzzy matched etc
shouldn't be so difficult to implement. And then we also won't end up
with a plethora of partner_*_unique modules.
In newer Odoo versions I'd probably beef up
https://github.com/OCA/web/tree/10.0/web_notify to allow user
interaction in the popup, and do the notification in a less intrusive way.


-- 
Therp - Maatwerk in open ontwikkeling

Holger Brunn - Ontwerp en implementatie

mail: holger@therp.nl
web: http://therp.nl
phone: +31 (0)20 3093096