Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

Müşteri İlişkileri Yönetimi
e-Commerce
Muhasebe
Envanter
PoS
Proje Yönetimi
MRP

All apps

All Posts People Badges

Etiketler (View all)

odoo accounting v14 pos v15

About this forum

Yardım

Prevent Lead/CRM Duplicates

python leads duplicates odoo16

3 Cevaplar

1646 Görünümler

Jacqueline Gleason

I found an older post related to Odoo 13: https://www.odoo.com/forum/help-1/prevent-leads-duplicate-172132

This is similar to what I'm looking to do (but on a custom field) but in Odoo 16. The python script referenced in the answer isn't working for me in my DEV environment using the example given. I'm curious if it needs to be updated for Odoo 16.

Here's the script I'm testing in 16:

leads = model.search([('email_from', '=', record.email_from)])

if leads:

raise Warning("Email Already Exists")

And here's the error I get:

Traceback (most recent call last):
  File "/home/odoo/src/odoo/odoo/http.py", line 1658, in _serve_db
    return service_model.retrying(self._serve_ir_http, self.env)
  File "/home/odoo/src/odoo/odoo/service/model.py", line 152, in retrying
    result = func()
  File "/home/odoo/src/odoo/odoo/http.py", line 1686, in _serve_ir_http
    response = self.dispatcher.dispatch(rule.endpoint, args)
  File "/home/odoo/src/odoo/odoo/http.py", line 1890, in dispatch
    result = self.request.registry['ir.http']._dispatch(endpoint)
  File "/home/odoo/src/odoo/odoo/addons/base/models/ir_http.py", line 154, in _dispatch
    result = endpoint(**request.params)
  File "/home/odoo/src/odoo/odoo/http.py", line 734, in route_wrapper
    result = endpoint(self, *args, **params_ok)
  File "/home/odoo/src/odoo/addons/web/controllers/dataset.py", line 43, in call_kw
    return self._call_kw(model, method, args, kwargs)
  File "/home/odoo/src/odoo/addons/web/controllers/dataset.py", line 34, in _call_kw
    return call_kw(Model, method, args, kwargs)
  File "/home/odoo/src/odoo/odoo/api.py", line 482, in call_kw
    result = _call_kw_model_create(method, model, args, kwargs)
  File "/home/odoo/src/odoo/odoo/api.py", line 460, in _call_kw_model_create
    result = method(recs, *args, **kwargs)
  File "<decorator-gen-315>", line 2, in create
  File "/home/odoo/src/odoo/odoo/api.py", line 430, in _model_create_multi
    return create(self, [arg])
  File "/home/odoo/src/odoo/addons/base_automation/models/base_automation.py", line 390, in create
    action._process(action._filter_post(records))
  File "/home/odoo/src/odoo/addons/base_automation/models/base_automation.py", line 340, in _process
    raise e
  File "/home/odoo/src/odoo/addons/base_automation/models/base_automation.py", line 337, in _process
    action_server.sudo().with_context(**ctx).run()
  File "/home/odoo/src/odoo/odoo/addons/base/models/ir_actions.py", line 675, in run
    res = runner(run_self, eval_context=eval_context)
  File "/home/odoo/src/odoo/odoo/addons/base/models/ir_actions.py", line 545, in _run_action_code_multi
    safe_eval(self.code.strip(), eval_context, mode="exec", nocopy=True, filename=str(self))  # nocopy allows to return 'action'
  File "/home/odoo/src/odoo/odoo/tools/safe_eval.py", line 399, in safe_eval
    return unsafe_eval(c, globals_dict, locals_dict)
  File "ir.actions.server(934,)", line 3, in <module>
odoo.exceptions.Warning: Email Already Exists

The above server error caused the following client error:
null

Jacqueline Gleason

Üretici

Ugh, looks scarier than I'd want to present to my users. Anyway to present a smaller, more clear message so the user knows "oh, it's already exists"?

Christoph Farnleitner

see below

faOtools

Probably, this app - https://apps.odoo.com/apps/modules/16.0/crm_duplicates - might be helpful. It lets both warn of duplicates or restrict duplciates' creation based on flexible field rules.

Chris TRINGHAM

En İyi Yanıt

You need to change the Python code

To use the updated command for raising a user error in v14 onwards
To ignore the current record (not needed if only triggered on creation)

for record in records:
    if record.email_from:
        leads = env['crm.lead'].search([('id','!=',record.id),('email_from', '=', record.email_from)])
        if leads:
            raise UserError("Duplicate email address")

https://odootricks.tips/automated-action-to-prevent-duplicates/

Jacqueline Gleason

Üretici

works perfectly in Odoo 16. Thanks so much.

Cybrosys Techno Solutions Pvt.Ltd

Hi,

Refer the app:

https://apps.odoo.com/apps/modules/16.0/crm_duplicates_real_time_search

This Module helps to prevent and alert when creating duplicated datas in the leads module.

Hope it helps

Jacqueline Gleason

Üretici

Does this work for custom fields in CRM too?

Christoph Farnleitner

The three lines of code you've posted do exactly what is in your "error".

 raise Warning("Email Already Exists")

opens a pop-up showing a traceback and the message "Email Already Exists". The fact that you raise it prevents any further action.

~ About the looks:

from odoo.exceptions import UserError  # you should do this above the initial class() definition
raise UserError('Email Already Exists')

Jacqueline Gleason

Üretici

I did a test and when the automated action is active, no new leads can be created at all. The error message pops up with or without the email populated. So not sure if the script is doing what's intended, which is checking for dupes in the email field.

Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Üye Ol

İlgili Gönderiler	Cevaplar	Görünümler
How to fix this in odoo python odoo16	2 Ara 24	3513
how can I know the current view id? Çözüldü python odoo16	1 Eyl 24	2444
problem in confirm button in select product in stock_barcode module python odoo16	0 Eyl 24	1069
Problem with User access ValidationError python ValidationError odoo16	0 May 24	2396
Record does not exist or has been deleted python importing duplicates v14	1 Eki 23	7110

Bu soru işaretlendi

Enjoying the discussion? Don't just read, join in!