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Oct 03: [ADD] Initial commit 'crm_duplicates_real_time_search'

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Cybrosys Technologies 7 months ago
parent
commit
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      crm_duplicates_real_time_search/README.rst
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      crm_duplicates_real_time_search/__init__.py
  3. 54
      crm_duplicates_real_time_search/__manifest__.py
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  5. 24
      crm_duplicates_real_time_search/models/__init__.py
  6. 92
      crm_duplicates_real_time_search/models/crm_lead.py
  7. 182
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46
crm_duplicates_real_time_search/README.rst

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.. image:: https://img.shields.io/badge/licence-LGPL--3-green.svg
:target: https://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-3
CRM Duplicates Real Time Search
================================
This Module Allows us to prevent making duplicated contacts
and leads as well as display message regarding the duplication.
Configuration
============
- No Configuration needed.
Company
-------
* `Cybrosys Techno Solutions <https://cybrosys.com/>`__
License
-------
General Public License, Version 3 (LGPL v3).
(https://www.gnu.org/licenses/lgpl-3.0-standalone.html)
Credits
-------
* Developer: V(16) Dhanya Babu , Contact: odoo@cybrosys.com
Contacts
--------
* Mail Contact : odoo@cybrosys.com
* Website : https://cybrosys.com
Bug Tracker
-----------
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported.
Maintainer
==========
.. image:: https://cybrosys.com/images/logo.png
:target: https://cybrosys.com
This module is maintained by Cybrosys Technologies.
For support and more information, please visit `Our Website <https://cybrosys.com/>`__
Further information
===================
HTML Description: `<static/description/index.html>`__

22
crm_duplicates_real_time_search/__init__.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author:Dhanya B(<https://www.cybrosys.com>)
#
# You can modify it under the terms of the GNU LESSER
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
#
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
# (LGPL v3) along with this program.
# If not, see <https://www.gnu.org/licenses/>.
#
#############################################################################
from . import models

54
crm_duplicates_real_time_search/__manifest__.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author:Dhanya B(<https://www.cybrosys.com>)
#
# You can modify it under the terms of the GNU LESSER
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
#
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
# (LGPL v3) along with this program.
# If not, see <https://www.gnu.org/licenses/>.
#
#############################################################################
{
'name': 'CRM Duplicates Real Time Search',
'version': '16.0.1.0.0',
'summary': """This Module Allows us to prevent making duplicated contacts
and leads as well as display message regarding the duplication.""",
'description': 'This module facilitates the prevention of creating'
' duplicate contacts and leads within the system. '
'It achieves this by implementing mechanisms to identify'
' potential duplicates based on fields. When a user '
'attempts to create a new contact or lead that matches an'
' existing record, the module triggers a notification '
'alerting the user about the potential duplication.'
'This message prompts the user to review the existing '
'records before proceeding, ensuring data integrity and '
'minimizing redundancy in the database.that are attached to'
'the products from website',
'category': 'CRM',
'author': 'Cybrosys Techno Solutions',
'company': 'Cybrosys Techno Solutions',
'maintainer': 'Cybrosys Techno Solutions',
'website': "https://www.cybrosys.com",
'depends': ['crm', 'contacts', 'account'],
'data': [
'views/res_config_settings_views.xml',
'views/crm_lead_views.xml',
'views/res_partner_views.xml',
],
'images': ['static/description/banner.jpg'],
'license': 'LGPL-3',
'installable': True,
'auto_install': True,
'application': False,
}

7
crm_duplicates_real_time_search/doc/RELEASE_NOTES.md

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## Module <crm_duplicates_real_time_search>
#### 22.07.2024
#### Version 16.0.1.0.0
#### ADD
-Initial Commit for CRM Duplicates Real Time Search

24
crm_duplicates_real_time_search/models/__init__.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author:Dhanya B(<https://www.cybrosys.com>)
#
# You can modify it under the terms of the GNU LESSER
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
#
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
# (LGPL v3) along with this program.
# If not, see <https://www.gnu.org/licenses/>.
#
#############################################################################
from . import res_config_settings
from . import res_partner
from . import crm_lead

92
crm_duplicates_real_time_search/models/crm_lead.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author:Dhanya B(<https://www.cybrosys.com>)
#
# You can modify it under the terms of the GNU LESSER
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
#
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
# (LGPL v3) along with this program.
# If not, see <https://www.gnu.org/licenses/>.
#
#############################################################################
import ast
from odoo import api, fields, models, _
from odoo.exceptions import ValidationError
class CRMLead(models.Model):
"""
Extend CRM Lead Model to handle duplicate values.
"""
_inherit = 'crm.lead'
is_duplicate_lead = fields.Boolean(String='Is Duplicate',
help='Enable this to show the duplicate'
' leads')
def _get_crm_fields(self, param_key):
param_value = self.env['ir.config_parameter'].sudo().get_param(
param_key)
return ast.literal_eval(param_value) if param_value else []
def _check_duplicate_fields(self, vals, fields_list, strict=False):
for field in fields_list:
crm_field = self.env['ir.model.fields'].browse(field)
field_name = crm_field.name
if field_name in vals:
lead = self.env['crm.lead'].search(
[(field_name, '=', vals[field_name])], limit=1)
if lead:
if strict:
raise ValidationError(
_("The %s is already used for opportunity %s.") % (
crm_field.field_description, lead.name))
else:
return crm_field.field_description
return None
@api.model
def create(self, vals):
crm_fields_rigid = self._get_crm_fields(
'crm_duplicates_real_time_search.crm_fields_rigid_ids')
crm_fields_soft = self._get_crm_fields(
'crm_duplicates_real_time_search.crm_fields_soft_ids')
duplicate_field = self._check_duplicate_fields(vals, crm_fields_rigid,
strict=True)
if not duplicate_field:
duplicate_field = self._check_duplicate_fields(vals,
crm_fields_soft)
res = super(CRMLead, self).create(vals)
if duplicate_field:
res.write({'is_duplicate_lead': True})
res.message_post(
body=_('created duplicate values for %s.') % duplicate_field)
return res
def write(self, vals):
crm_fields_rigid = self._get_crm_fields(
'crm_duplicates_real_time_search.crm_fields_rigid_ids')
crm_fields_soft = self._get_crm_fields(
'crm_duplicates_real_time_search.crm_fields_soft_ids')
duplicate_field = self._check_duplicate_fields(vals, crm_fields_rigid,
strict=True)
if not duplicate_field:
duplicate_field = self._check_duplicate_fields(vals,
crm_fields_soft)
res = super(CRMLead, self).write(vals)
if duplicate_field:
self.write({'is_duplicate_lead': True})
self.message_post(
body=_('created duplicate values for %s.') % duplicate_field)
return res

182
crm_duplicates_real_time_search/models/res_config_settings.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author:Dhanya B(<https://www.cybrosys.com>)
#
# You can modify it under the terms of the GNU LESSER
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
#
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
# (LGPL v3) along with this program.
# If not, see <https://www.gnu.org/licenses/>.
#
#############################################################################
import xml.etree.ElementTree as xee
from ast import literal_eval
from odoo import models, api, fields
class ResConfigSettings(models.TransientModel):
"""
Settings for handling duplicate records in Odoo.
"""
_inherit = 'res.config.settings'
company_id = fields.Many2one('res.company',
'Company',
help='Name of the company.')
opportunity_duplicates = fields.Boolean(
'Consider only Opportunity as Duplicates', help='Enable this'
'boolean for to display'
'the duplicates in '
'opportunities.')
leads_duplicates = fields.Boolean('Consider only Opportunity '
'as Leads', help='Enable this'
'boolean for to display'
'the duplicates in '
'leads.')
duplicate_count_tree_kanban = fields.Boolean(string='Duplicates Count',
help='To show the duplicates'
'count in tree and kanban'
' view.')
duplicate_count_form = fields.Boolean(string='Duplicates Count in Form',
help='To show the duplicates'
'count in form'
' view.')
def set_domain_crm(self):
"""Return the domain for CRM fields."""
crm_view_id = self.env.ref('crm.crm_lead_view_form')
view_arch = str(crm_view_id.arch_base)
doc = xee.fromstring(view_arch)
field_list = []
for tag in doc.findall('.//field'):
field_list.append(tag.attrib['name'])
crm_lead_fields = self.env['crm.lead']._fields
filtered_field_list = [
field for field in field_list
if not isinstance(crm_lead_fields[field], (
fields.Many2one, fields.One2many, fields.Many2many))
]
model_id = self.env['ir.model'].sudo().search(
[('model', '=', 'crm.lead')])
return [('model_id', '=', model_id.id), ('state', '=', 'base'),
('name', 'in', filtered_field_list)]
def set_domain_partner(self):
"""Return the domain for partner fields."""
partner_view_id = self.env.ref('base.view_partner_form')
view_arch = str(partner_view_id.arch_base)
doc = xee.fromstring(view_arch)
field_list = []
for tag in doc.findall('.//field'):
field_list.append(tag.attrib['name'])
partner_fields = self.env['res.partner']._fields
filtered_field_list = [
field for field in field_list
if not isinstance(partner_fields[field],
(fields.Many2one, fields.One2many,
fields.Many2many))
]
model_id = self.env['ir.model'].sudo().search(
[('model', '=', 'res.partner')])
return [('model_id', '=', model_id.id), ('state', '=', 'base'),
('name', 'in', filtered_field_list)]
partner_fields_soft_ids = fields.Many2many('ir.model.fields',
'partner_fields_rel',
domain=set_domain_partner,
help='Soft fields in partner '
'model.')
partner_fields_rigid_ids = fields.Many2many('ir.model.fields',
'partner_fields_rigid_rel',
domain=set_domain_partner,
help='Rigid fields in partner '
'model.')
crm_fields_soft_ids = fields.Many2many('ir.model.fields',
'crm_fields_rel',
domain=set_domain_crm,
help='Soft fields in CRM model.'
)
crm_fields_rigid_ids = fields.Many2many('ir.model.fields',
'crm_fields_rigid_rel',
domain=set_domain_crm,
help='Rigid fields in CRM model.'
)
@api.model
def get_values(self):
"""Get values for the settings."""
icp_sudo = self.env['ir.config_parameter'].sudo()
crm_soft_parameter = icp_sudo.get_param(
'crm_duplicates_real_time_search.crm_fields_soft_ids')
crm_rigid_parameter = icp_sudo.get_param(
'crm_duplicates_real_time_search.crm_fields_rigid_ids')
partner_soft_parameter = icp_sudo.get_param(
'crm_duplicates_real_time_search.partner_fields_soft_ids')
partner_rigid_parameter = icp_sudo.get_param(
'crm_duplicates_real_time_search.partner_fields_rigid_ids')
opportunity_duplicates_parameter = icp_sudo.get_param(
'crm_duplicates_real_time_search.opportunity_duplicates')
leads_duplicates_parameter = icp_sudo.get_param(
'crm_duplicates_real_time_search.leads_duplicates')
duplicate_count_tree_kanban_parameter = icp_sudo.get_param(
'crm_duplicates_real_time_search.duplicate_count_tree_kanban')
duplicate_count_form_parameter = icp_sudo.get_param(
'crm_duplicates_real_time_search.duplicate_count_form')
res = super(ResConfigSettings, self).get_values()
res.update(opportunity_duplicates=opportunity_duplicates_parameter,
leads_duplicates=leads_duplicates_parameter,
duplicate_count_tree_kanban=duplicate_count_tree_kanban_parameter,
duplicate_count_form=duplicate_count_form_parameter,
crm_fields_soft_ids=[(6, 0, literal_eval(crm_soft_parameter))
] if crm_soft_parameter else False,
crm_fields_rigid_ids=[
(6, 0, literal_eval(crm_rigid_parameter))
] if crm_rigid_parameter else False,
partner_fields_soft_ids=[
(6, 0, literal_eval(partner_soft_parameter))
] if partner_soft_parameter else False,
partner_fields_rigid_ids=[
(6, 0, literal_eval(partner_rigid_parameter))
] if partner_rigid_parameter else False,
)
return res
def set_values(self):
"""Set values for the settings."""
res = super(ResConfigSettings, self).set_values()
self.env['ir.config_parameter'].sudo().set_param(
'crm_duplicates_real_time_search.crm_fields_soft_ids',
self.crm_fields_soft_ids.ids)
self.env['ir.config_parameter'].sudo().set_param(
'crm_duplicates_real_time_search.crm_fields_rigid_ids',
self.crm_fields_rigid_ids.ids)
self.env['ir.config_parameter'].sudo().set_param(
'crm_duplicates_real_time_search.partner_fields_soft_ids',
self.partner_fields_soft_ids.ids)
self.env['ir.config_parameter'].sudo().set_param(
'crm_duplicates_real_time_search.partner_fields_rigid_ids',
self.partner_fields_rigid_ids.ids)
self.env['ir.config_parameter'].sudo().set_param(
'crm_duplicates_real_time_search.opportunity_duplicates',
self.opportunity_duplicates)
self.env['ir.config_parameter'].sudo().set_param(
'crm_duplicates_real_time_search.leads_duplicates',
self.leads_duplicates)
self.env['ir.config_parameter'].sudo().set_param(
'crm_duplicates_real_time_search.duplicate_count_tree_kanban',
self.duplicate_count_tree_kanban)
self.env['ir.config_parameter'].sudo().set_param(
'crm_duplicates_real_time_search.duplicate_count_form',
self.duplicate_count_form)
return res

85
crm_duplicates_real_time_search/models/res_partner.py

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# -*- coding: utf-8 -*-
#############################################################################
#
# Cybrosys Technologies Pvt. Ltd.
#
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
# Author:Dhanya B(<https://www.cybrosys.com>)
#
# You can modify it under the terms of the GNU LESSER
# GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
#
# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
# (LGPL v3) along with this program.
# If not, see <https://www.gnu.org/licenses/>.
#
#############################################################################
import ast
from odoo import api, fields, models, _
from odoo.exceptions import ValidationError
class ResPartner(models.Model):
_inherit = 'res.partner'
is_duplicate_contact = fields.Boolean(String='Is Duplicate',
help='Enable this to show the '
'duplicate leads')
def _get_partner_fields(self, param_key):
param_value = self.env['ir.config_parameter'].sudo().get_param(
param_key)
return ast.literal_eval(param_value) if param_value else []
def _check_duplicates(self, vals, fields_list, model, strict=False):
for field_id in fields_list:
contact_field = self.env['ir.model.fields'].browse(field_id)
field_name = contact_field.name
if vals.get(field_name):
domain = [(field_name, '=', vals.get(field_name))]
if not strict:
domain.append(('id', '!=', self.id))
existing_partner = self.env[model].search(domain, limit=1)
if existing_partner:
if strict:
raise ValidationError(
_("The %s is already used for contact %s.") %
(contact_field.field_description,
existing_partner.name)
)
return True
return False
@api.model
def create(self, vals):
partner_fields_rigid = self._get_partner_fields(
'crm_duplicates_real_time_search.partner_fields_rigid_ids')
partner_fields_soft = self._get_partner_fields(
'crm_duplicates_real_time_search.partner_fields_soft_ids')
self._check_duplicates(vals, partner_fields_rigid, 'res.partner',
strict=True)
flag = self._check_duplicates(vals, partner_fields_soft, 'res.partner')
res = super(ResPartner, self).create(vals)
if flag:
res.write({'is_duplicate_contact': True})
res.message_post(body=_('created duplicate values.'))
return res
def write(self, vals):
partner_fields_rigid = self._get_partner_fields(
'crm_duplicates_real_time_search.partner_fields_rigid_ids')
partner_fields_soft = self._get_partner_fields(
'crm_duplicates_real_time_search.partner_fields_soft_ids')
self._check_duplicates(vals, partner_fields_rigid, 'res.partner',
strict=True)
flag = self._check_duplicates(vals, partner_fields_soft, 'res.partner')
res = super(ResPartner, self).write(vals)
if flag:
self.write({'is_duplicate_contact': True})
self.message_post(body=_('Created duplicate values.'))
return res

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619
crm_duplicates_real_time_search/static/description/index.html

@ -0,0 +1,619 @@
<div style="background-color: #714B67; height: 810px; width: 100%; padding: 15px; position: relative;">
<!-- TITLE BAR -->
<div class="d-flex align-items-center justify-content-between"
style="border-bottom: 1px solid #875A7B; padding: 15px; display: flex; justify-content: space-between; align-items: center;">
<img src="assets/misc/cybrosys-logo.png" width="42" height="42" style="width: 42px; height: 42px;"/>
<div>
<div
style="color: #7C7BAD; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;"
class="mr-2">
<i class="fa fa-check mr-1"></i>Community
</div>
<div
style="color: #875A7B; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;"
class="mr-2">
<i class="fa fa-check mr-1"></i>Enterprise
</div>
<div
style="color: #017E84; font-size: 14px; font-family: 'Montserrat', sans-serif; font-weight: bold; background-color: white; display: inline-block; padding: 3px 10px; border-radius: 50px;"
class="mr-2">
<i class="fa fa-check mr-1"></i>Odoo.sh
</div>
</div>
</div>
<!-- END OF TITLE BAR -->
<div class="container">
<div class="row">
<div class="col-sm-12 col-md-12 col-lg-12">
<!-- APP HERO -->
<h1 style="color: #FFFFFF; font-weight: bolder; font-size: 50px; text-align: center; margin-top: 50px;">
CRM Duplicates Real Time Search</h1>
<p style="color:#FFFFFF; padding: 8px 15px; text-align: center; font-size: 24px;">Allow Prevent
Duplication of Data. </p>
<!-- END OF APP HERO -->
<img src="assets/screenshots/hero.gif" class="img-responsive"
style="width: 100%; margin-left: auto; margin-right: auto;"/>
</div>
</div>
</div>
</div>
<!-- NAVIGATION SECTION -->
<div class="d-flex align-items-center" style="border-bottom: 2px solid #714B67; padding: 15px 0px; margin-top: 300px;">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/compass.png"/>
</div>
<h2 class="mt-2" style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">Explore This
Module</h2>
</div>
<div class="row my-4" style="font-family: 'Montserrat', sans-serif;">
<div class="col-sm-12 col-md-6 my-3">
<a href="#overview">
<div class="d-flex justify-content-between align-items-center"
style="background-color: #f5f5f5; padding: 30px; width: 100%;">
<div>
<span style="color: #714B67; font-size: 24px; font-weight: 500; display: block;">Overview</span>
<span style="color: #714B67; font-size: 16px; font-weight: 400; color:#282F33; display: block;">Learn
more about this
module</span>
</div>
<img src="assets/misc/right-arrow.png" width="36" height="36"/>
</div>
</a>
</div>
<div class="col-sm-12 col-md-6 my-3">
<a href="#features">
<div class="d-flex justify-content-between align-items-center"
style="background-color: #f5f5f5; padding: 30px; width: 100%;">
<div>
<span style="color: #714B67; font-size: 24px; font-weight: 500; display: block;">Features</span>
<span style="color: #714B67; font-size: 16px; font-weight: 400; color:#282F33; display: block;">View
features of this
module</span>
</div>
<img src="assets/misc/right-arrow.png" width="36" height="36"/>
</div>
</a>
</div>
<div class="col-sm-12 col-md-6 my-3">
<a href="#screenshots">
<div class="d-flex justify-content-between align-items-center"
style="background-color: #f5f5f5; padding: 30px; width: 100%;">
<div>
<span style="color: #714B67; font-size: 24px; font-weight: 500; display: block;">Screenshots</span>
<span style="color: #714B67; font-size: 16px; font-weight: 400; color:#282F33; display: block;">View
screenshots for this
module</span>
</div>
<img src="assets/misc/right-arrow.png" width="36" height="36"/>
</div>
</a>
</div>
</div>
<!-- END OF NAVIGATION SECTION -->
<!-- OVERVIEW SECTION -->
<div class="d-flex align-items-center" style="border-bottom: 2px solid #714B67; padding: 15px 0px;" id="overview">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/pie-chart.png"/>
</div>
<h2 class="mt-2" style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">Overview
</h2>
</div>
<div class="row" style="font-family: 'Montserrat', sans-serif; font-weight: 400; font-size: 14px; line-height: 200%;">
<div class="col-sm-12 py-4">
This module helps to prevent and alert when creating duplicated datas in lead and contact module.
</div>
</div>
<!-- END OF OVERVIEW SECTION -->
<!-- FEATURES SECTION -->
<div class="d-flex align-items-center" style="border-bottom: 2px solid #714B67; padding: 15px 0px;" id="features">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/features.png"/>
</div>
<h2 class="mt-2" style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">Features
</h2>
</div>
<div class="row" style="font-family: 'Montserrat', sans-serif; font-weight: 400; font-size: 14px; line-height: 200%;">
<div class="col-sm-12 col-md-6">
<div class="d-flex align-items-center" style="margin-top: 40px; margin-bottom: 40px">
<img src="assets/misc/check-box.png" class="mr-2"/>
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Community &amp; Enterprise
Support.</span>
</div>
<div class="d-flex align-items-center" style="margin-top: 30px; margin-bottom: 30px">
<img src="assets/misc/check-box.png" class="mr-2"/>
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Prevent Duplication of leads.</span>
</div>
<div class="d-flex align-items-center" style="margin-top: 30px; margin-bottom: 30px">
<img src="assets/misc/check-box.png" class="mr-2"/>
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;"> Prevent Duplication of contacts.</span>
</div>
<div class="d-flex align-items-center" style="margin-top: 30px; margin-bottom: 30px">
<img src="assets/misc/check-box.png" class="mr-2"/>
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Alert Duplication of leads.</span>
</div>
<div class="d-flex align-items-center" style="margin-top: 30px; margin-bottom: 30px">
<img src="assets/misc/check-box.png" class="mr-2"/>
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Alert Duplication of contacts.</span>
</div>
</div>
<div class="col-sm-12 col-md-6">
<div class="d-flex align-items-center" style="margin-top: 30px; margin-bottom: 30px">
<img src="assets/misc/check-box.png" class="mr-2"/>
<span style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Available in Odoo 16.0
Community.</span>
</div>
</div>
</div>
<!-- END OF FEATURES SECTION -->
<!-- SCREENSHOTS SECTION -->
<div class="d-flex align-items-center" style="border-bottom: 2px solid #714B67; padding: 15px 0px;" id="screenshots">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/pictures.png"/>
</div>
<h2 class="mt-2" style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">Screenshots
</h2>
</div>
<div class="row">
<div class="col-sm-12">
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Set CRM Rigid Fields
and Soft Fields.
</h3>
<p style="font-weight: 400; font-family: 'Montserrat', sans-serif; font-size: 14px;">
</p>
<img src="assets/screenshots/duplicare-1.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">For rigid fields it
will show validation error.
</h3>
<img src="assets/screenshots/duplicate-2.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">For soft fields it
will add message in chat.
</h3>
<img src="assets/screenshots/duplicare-1.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">Set Contact Rigid
Fields and Soft Fields
</h3>
<img src="assets/screenshots/duplicate-3.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">For rigid fields it
will show validation error.
</h3>
<img src="assets/screenshots/duplicate-4.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">For soft fields it
will add message in chat.
</h3>
<img src="assets/screenshots/duplicate-5.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">We can see the soft
duplicate leads.
</h3>
<img src="assets/screenshots/rissssssss.png" class="img-thumbnail">
</div>
<div style="display: block; margin: 30px auto;">
<h3 style="font-family: 'Montserrat', sans-serif; font-size: 18px; font-weight: bold;">We can see the soft
duplicate contacts.
</h3>
<img src="assets/screenshots/risss.png" class="img-thumbnail">
</div>
</div>
</div>
<!-- END OF SCREENSHOTS SECTION -->
<!-- RELATED PRODUCTS -->
<div class="d-flex align-items-center" style="border-bottom: 2px solid #714B67; padding: 15px 0px;">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/categories.png"/>
</div>
<h2 class="mt-2" style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">Related
Products
</h2>
</div>
<div class="row">
<div class="col-sm-12">
<div id="demo1" class="row carousel slide" data-ride="carousel">
<!-- The slideshow -->
<div class="carousel-inner" style="padding: 30px;">
<div class="carousel-item" style="min-height: 198.656px;">
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/16.0/export_stockinfo_xls/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/1.png">
</div>
</a>
</div>
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/16.0/inventory_stock_dashboard_odoo/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/2.png">
</div>
</a>
</div>
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/16.0/customer_product_qrcode/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/3.png">
</div>
</a>
</div>
</div>
<div class="carousel-item active"
style="min-height: 198.656px;">
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/16.0/list_view_sticky_header/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/4.png">
</div>
</a>
</div>
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/16.0/openai_product_tag_descrption/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/5.gif">
</div>
</a>
</div>
<div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16"
style="float:left">
<a href="https://apps.odoo.com/apps/modules/16.0/advanced_vat_invoice/"
target="_blank">
<div style="border-radius:10px">
<img class="img img-responsive center-block"
style="border-radius: 0px;"
src="assets/modules/6.png">
</div>
</a>
</div>
</div>
</div>
<!-- Left and right controls -->
<a class="carousel-control-prev" href="#demo1" data-slide="prev"
style="width:35px; color:#000"> <span
class="carousel-control-prev-icon"><i
class="fa fa-chevron-left"
style="font-size:24px"></i></span>
</a> <a class="carousel-control-next" href="#demo1"
data-slide="next" style="width:35px; color:#000">
<span class="carousel-control-next-icon"><i
class="fa fa-chevron-right"
style="font-size:24px"></i></span>
</a>
</div>
</div>
</div>
<!-- END OF RELATED PRODUCTS -->
<!-- OUR SERVICES -->
<div class="d-flex align-items-center" style="border-bottom: 2px solid #714B67; padding: 15px 0px;">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/star.png"/>
</div>
<h2 class="mt-2" style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">Our Services
</h2>
</div>
<div class="container my-5">
<div class="row">
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #1dd1a1 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/cogs.png" class="img-responsive" height="48px" width="48px">
</div>
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Customization</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #ff6b6b !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/wrench.png" class="img-responsive" height="48px" width="48px">
</div>
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Implementation</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #6462CD !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/lifebuoy.png" class="img-responsive" height="48px" width="48px">
</div>
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Support</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #ffa801 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/user.png" class="img-responsive" height="48px" width="48px">
</div>
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Hire
Odoo
Developer</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #54a0ff !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/puzzle.png" class="img-responsive" height="48px" width="48px">
</div>
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Integration</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #6d7680 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/update.png" class="img-responsive" height="48px" width="48px">
</div>
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Migration</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #786fa6 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/consultation.png" class="img-responsive" height="48px" width="48px">
</div>
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Consultancy</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #f8a5c2 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/training.png" class="img-responsive" height="48px" width="48px">
</div>
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Implementation</h6>
</div>
<div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
<div class="d-flex justify-content-center align-items-center mx-3 my-3"
style="background-color: #e6be26 !important; border-radius: 15px !important; height: 80px; width: 80px;">
<img src="assets/icons/license.png" class="img-responsive" height="48px" width="48px">
</div>
<h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
Odoo
Licensing Consultancy</h6>
</div>
</div>
</div>
<!-- END OF END OF OUR SERVICES -->
<!-- OUR INDUSTRIES -->
<div class="d-flex align-items-center" style="border-bottom: 2px solid #714B67; padding: 15px 0px;">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/corporate.png"/>
</div>
<h2 class="mt-2" style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">Our
Industries
</h2>
</div>
<div class="container my-5">
<div class="row">
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;">
<img src="assets/icons/trading-black.png" class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Trading
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Easily procure
and
sell your products</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;">
<img src="assets/icons/pos-black.png" class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
POS
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Easy
configuration
and convivial experience</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;">
<img src="assets/icons/education-black.png" class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Education
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
A platform for
educational management</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;">
<img src="assets/icons/manufacturing-black.png" class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Manufacturing
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Plan, track and
schedule your operations</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;">
<img src="assets/icons/ecom-black.png" class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
E-commerce &amp; Website
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Mobile
friendly,
awe-inspiring product pages</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;">
<img src="assets/icons/service-black.png" class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Service Management
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Keep track of
services and invoice</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;">
<img src="assets/icons/restaurant-black.png" class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Restaurant
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
Run your bar or
restaurant methodically</p>
</div>
</div>
<div class="col-lg-3">
<div class="my-4 d-flex flex-column justify-content-center"
style="background-color: #f6f8f9 !important; border-radius: 0px; padding: 2rem !important; height: 250px !important;">
<img src="assets/icons/hotel-black.png" class="img-responsive mb-3" height="48px" width="48px">
<h5 style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
Hotel Management
</h5>
<p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
An
all-inclusive
hotel management application</p>
</div>
</div>
</div>
</div>
<!-- END OF END OF OUR INDUSTRIES -->
<!-- SUPPORT -->
<div class="d-flex align-items-center" style="border-bottom: 2px solid #714B67; padding: 15px 0px;">
<div class="d-flex justify-content-center align-items-center mr-2"
style="background-color: #F5F5F5; border-radius: 0px; width: 40px; height: 40px;">
<img src="assets/misc/customer-support.png"/>
</div>
<h2 class="mt-2" style="font-family: 'Montserrat', sans-serif; font-size: 24px; font-weight: bold;">Support
</h2>
</div>
<div class="container mt-5">
<div class="row">
<div class="col-sm-12 col-md-6">
<div style="background-color: #F6F8F9; padding: 30px; display: flex; align-items: center;">
<div class="mr-4 d-flex justify-content-center align-items-center"
style="background-color: #714B67; display: inline-block; height: 70px; width: 70px; display: flex; align-items: center; justify-content: center;">
<img src="assets/misc/support.png" height="48" width="48" style="width: 42px; height: 42px;"/>
</div>
<div>
<h4>Need Help?</h4>
<p style="line-height: 100%;">Got questions or need help? Get in touch.</p>
<a href="mailto:odoo@cybrosys.com">
<p style="font-weight: 400; font-size: 28px; line-height: 80%; color: #714B67;">
odoo@cybrosys.com</p>
</a>
</div>
</div>
</div>
<div class="col-sm-12 col-md-6">
<div style="background-color: #F6F8F9; padding: 30px; display: flex; align-items: center;">
<div class="mr-4 d-flex justify-content-center align-items-center"
style="background-color: #2AC44D; display: inline-block; height: 70px; width: 70px; display: flex; align-items: center; justify-content: center;">
<img src="assets/misc/whatsapp.png" height="52" width="52" style="width: 52px; height: 52px;"/>
</div>
<div>
<h4>WhatsApp</h4>
<p style="line-height: 100%;">Say hi to us on WhatsApp!</p>
<a href="https://api.whatsapp.com/send?phone=918606827707">
<p style="font-weight: 400; font-size: 28px; line-height: 80%; color: #714B67;">+91 86068
27707</p>
</a>
</div>
</div>
</div>
</div>
<div class="row">
<div class="col-sm-12 my-5 d-flex justify-content-center align-items-center">
<img src="assets/misc/logo.png" width="144" height="31"
style="width:144px; height: 31px; margin-top: 40px;"/>
</div>
</div>
</div>
<!-- END OF SUPPORT -->

26
crm_duplicates_real_time_search/views/crm_lead_views.xml

@ -0,0 +1,26 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- This record modifies the view form for CRM leads to include a field for indicating duplicate leads in real-time search.-->
<record id="crm_lead_view_form" model="ir.ui.view">
<field name="name">crm.lead.view.form.inherit.crm.duplicates.real.time.search</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.crm_lead_view_form"/>
<field name="arch" type="xml">
<xpath expr="//page[@name='lead']/group" position="inside">
<field name="is_duplicate_lead" invisible="1"/>
</xpath>
</field>
</record>
<!-- his record extends the filter options in the CRM opportunities view to include a filter for duplicate leads.-->
<record id="view_crm_case_opportunities_filter" model="ir.ui.view">
<field name="name">crm.lead.view.filter.inherit.crm.duplicates.real.time.search</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.view_crm_case_opportunities_filter"/>
<field name="arch" type="xml">
<xpath expr="//filter[@name='assigned_to_me']" position="before">
<filter string="Duplicate-Leads" name="duplicate-leads"
domain="[('is_duplicate_lead','!=', False)]"/>
</xpath>
</field>
</record>
</odoo>

62
crm_duplicates_real_time_search/views/res_config_settings_views.xml

@ -0,0 +1,62 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Added soft and rigid fields in settings-->
<record id="res_config_settings_view_form" model="ir.ui.view">
<field name="name">res.config.settings.view.form.inherit.custom.crm</field>
<field name="model">res.config.settings</field>
<field name="priority" eval="501"/>
<field name="inherit_id" ref="crm.res_config_settings_view_form"/>
<field name="arch" type="xml">
<xpath expr="//div[hasclass('row') and hasclass('mt16')]" position="after">
<h2>CRM Duplicates</h2>
<div class="row mt16 o_settings_container" id="crm_setting_container">
<span>Lead and Opportunities Duplicates</span>
<div class="col-12 col-lg-6 o_setting_box">
<div class="o_setting_right_pane">
<h3 string="Soft Duplicates criteria"/>
<div class="text-muted">
Select criteria for how to search opportunities duplicates. Odoo will show such
duplications on the special button and fields. It will be possible to save such records.
</div>
<field name="crm_fields_soft_ids" widget="many2many_tags"/>
</div>
</div>
<div class="col-12 col-lg-6 o_setting_box">
<div class="o_setting_right_pane">
<h3 string="Rigid Duplicates criteria"/>
<div class="text-muted">
Select criteria for how to fully avoid leads/opportunities duplicates. Odoo will not
allow saving a duplicate during a partner creation or update.
</div>
<field name="crm_fields_rigid_ids" widget="many2many_tags"/>
</div>
</div>
</div>
<div class="row mt16 o_settings_container" id="crm_setting_container_contact">
<span>Contact Duplicates</span>
<div class="col-12 col-lg-6 o_setting_box">
<div class="o_setting_right_pane">
<h3 string="Soft Duplicates criteria"/>
<div class="text-muted">
Select criteria for how to search partner duplicates. Odoo will show such duplications
on
the special button and fields. It will be possible to save such records.
</div>
<field name="partner_fields_soft_ids" widget="many2many_tags"/>
</div>
</div>
<div class="col-12 col-lg-6 o_setting_box">
<div class="o_setting_right_pane">
<h3 string="Rigid Duplicates criteria"/>
<div class="text-muted">
Select criteria for how to fully avoid partner duplicates. Odoo will not allow saving a
duplicate during a partner creation or update.
</div>
<field name="partner_fields_rigid_ids" widget="many2many_tags"/>
</div>
</div>
</div>
</xpath>
</field>
</record>
</odoo>

31
crm_duplicates_real_time_search/views/res_partner_views.xml

@ -0,0 +1,31 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Adding field in contact.-->
<record id="view_partner_form" model="ir.ui.view">
<field name="name">res.partner.view.from.inherit.crm.duplicates.real.time.search</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field name="priority" eval="13"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='phone']" position="after">
<field name="is_duplicate_contact" invisible="1"/>
</xpath>
</field>
</record>
<!--Adding filter-->
<record id="view_res_partner_filter" model="ir.ui.view">
<field name="name">
res.partner.view.search.inherit.crm.duplicates.real.time.search
</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_res_partner_filter"/>
<field name="arch" type="xml">
<xpath expr="//filter[@name='type_company']" position="after">
<separator/>
<filter string="Duplicate-Contacts" name="g_contacts"
domain="[('is_duplicate_contact','!=', False)]"/>
</xpath>
</field>
</record>
</odoo>
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