partner_auto_match

Partner auto match

This module doesn't do anything on its own, but enables other modules to find and update or create partner given any field data.

Table of contents

• Usage
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

Usage

To use this module, you need to:

• Inherit the module
• Use self.env["res.partner.match"].match_values_to_partner(vals) method in order to match partner given some partner data dictionary.
• Inherit _process_create_infos method if you want to customize partner creation (in case of match fail)
• Inherit _process_update_vals method if you want to customize partner update (in case of match success)
• Inherit _match_get_rules_order in order to alter match rules order, or to add remove any rule
• Add a method _match_<rule_name> in order to add a new match rule
• Inherit _get_valid_create_fields to restrict/extend fields allowed for partner creation.
• Inherit _get_valid_update_fields to restrict/extend fields allowed for partner update.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Compassion Switzerland

Contributors

• Emanuel Cino <ecino@compassion.ch>

Maintainers

Current maintainer:

This module is part of the CompassionCH/compassion-modules project on GitHub.

You are welcome to contribute.