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Partner Match or Create

partner_match_or_create folder_open OCA/donation open_in_new
Tools License: AGPL-3

This is a technical module used by the OCA module stay_api and the OCA module donation_api. It allows to share code between those 2 modules.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

This technical module provides a wizard that helps match an incoming contact against existing Odoo contacts or create a new one, and adds an API code field to contact titles. It is mainly used by other OCA modules (stay_api, donation_api).

This module is a building block used by other modules rather than a standalone feature. It adds a wizard called "Create or Update Contact" on the partner.match.or.create model, which is opened from a source record (for example a web form submission) and pre-fills the contact details from that record.

In the wizard, users see the name, phone, mobile, email, title and full address. Odoo automatically suggests existing contacts based on the last name (or the ZIP code) and the country, and shows them in a "Suggested Existing Contacts" section. Users then choose between two options: "This partner doesn't already exists in Odoo" to create a new contact, or "This partner already exists in Odoo" to update an existing one.

When updating, the wizard displays the current email, phone, mobile and address of the selected contact, and computes checkboxes (Update E-mail, Update Phone, Update Mobile, Update Address) that are ticked only when the new value differs from the stored one. Only the ticked fields are written to the contact. After creating or updating, the wizard links the new or updated contact back to the source record and posts a message in the chatter of both the contact and the source record.

The module also adds an "API Code" field on contact titles (res.partner.title), visible only to system administrators, with a uniqueness constraint. A post-install step fills this code from existing title XML IDs.

Depends on

phone_validation

Required by other modules

Models and fields (2)
  • res.partner.title · extends an existing modelapi_code (API Code)
  • partner.match.or.create · new modelzip (ZIP), city, email (E-mail), phone, mobile, res_id, street (Address Line 1), street2 (Address Line 2), lastname, state_id, title_id, firstname, res_model, country_id, update_email (Update E-mail), update_phone, update_mobile, update_address, create_or_update, update_partner_id (Contact to Update), update_partner_zip (Current ZIP), update_partner_city (Current City), update_partner_email (Current E-mail), update_partner_phone (Current Phone), suggested_partner_ids (Suggested Contacts), update_partner_mobile (Current Mobile), update_partner_street (Current Street), update_partner_street2 (Current Street2), update_partner_state_id (Current State), update_partner_country_id (Current Country)

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

terminal Installation and usage

No verified information

Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.