Yannick Tivisse
3edefbbf5d
Purpose ======= This commit brings a new tool to retrieve all the related pieces of information about a customer, based on his name and/or email address. This could be useful for users who want to apply the right to be forgotten (for example under the GDPR regulation), or simply to retrieve all the records linked to someone (leads, contracts, sales orders, ...). The tools is actually a wizard, available from the contact/user form view. The 2 main steps are the following: 1/ Lookup: We search all the references of the contact by scrapping the existing models, either if his email address is written on a supposedly email field, or if his name is written into a record rec_name (aka name of a lead), or also if there is a M2O to a res.partner that matches the email address or the name (For readability purposes, we exclude the ondelete=cascade fields as the record will be dropped with the contact itself. 2/ Management: For each one of the occurences, we display a line on the wizard for which we allow 3 actions: Open the record, Archive (if possible), Delete. Each time an action is performed that altered the record itself, a anonymized log (jean.luc@example.com becoming j***.l**@e******.com) is created/adapted for history purposes. Taskid: 2827911 Part-of: odoo/odoo#89312
Odoo
Odoo is a suite of web based open source business apps.
The main Odoo Apps include an Open Source CRM, Website Builder, eCommerce, Warehouse Management, Project Management, Billing & Accounting, Point of Sale, Human Resources, Marketing, Manufacturing, ...
Odoo Apps can be used as stand-alone applications, but they also integrate seamlessly so you get a full-featured Open Source ERP when you install several Apps.
Getting started with Odoo
For a standard installation please follow the Setup instructions from the documentation.
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