Duplicate checking

[khai@outlook.com]

I am new to espocrm, I would like to know if espocrm has duplicate checking function for email or phone for existing contact/lead/account database or when adding new/edit contact/lead/account?
Many thanks,
Khai

[yuri]

Hi

It can be done very easily.

Change this file:
application/Espo/Modules/Crm/Services/Contact.php

<?php
/************************************************************************
 * This file is part of EspoCRM.
 *
 * EspoCRM - Open Source CRM application.
 * Copyright (C) 2014  Yuri Kuznetsov, Taras Machyshyn, Oleksiy Avramenko
 * Website: http://www.espocrm.com
 *
 * EspoCRM is free software: you can redistribute it and/or modify
 * it under the terms of the GNU General Public License as published by
 * the Free Software Foundation, either version 3 of the License, or
 * (at your option) any later version.
 *
 * EspoCRM 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 General Public License for more details.
 *
 * You should have received a copy of the GNU General Public License
 * along with EspoCRM. If not, see http://www.gnu.org/licenses/.
 ************************************************************************/ 

namespace Espo\Modules\Crm\Services;

use \Espo\ORM\Entity;

class Contact extends \Espo\Services\Record
{
    protected function getDuplicateWhereClause(Entity $entity)
    {
        return array(
            'OR' => array(
                array(
                    'firstName' => $entity->get('firstName'),
                    'lastName' => $entity->get('lastName'),
                ),
                array(
                    'emailAddress' => $entity->get('emailAddress'),
                ),
            ),
        );
    }
}

[khai@outlook.com]

Hi Yuri,

That was really cool. all works fine.

I am working on the LDAP authentication, but it keeps saying server authentication failure and not allow to me load application

Thank you for you kindly help and great CRM application.
Khai

[tannakartikey]

yuri it works while creating the new contact but not while editing the contact. What to do for the phone number?

[yuri]

https://github.com/espocrm/espocrm/blob/master/application/Espo/Services/Record.php#L85

Set protected $checkForDuplicatesInUpdate = true; in your Service class.

[theBuzzyCoder]

How can I define table uniqueness. Like do not allow create leads for records having same name and (phone or email).

My use case is:

on same name and email: update lead
on same name and phone: update lead
on same name but different phone and email: create lead

So, i want uniqueness to be set in database level.

unique (name, emailAddress),
unique (name, phoneNumber)

[tanya]

Is this a content of custom/Espo/Custom/Services/Lead.php ?

[theBuzzyCoder]

Hi tanya ,

Yes. It is the contents of custom/Espo/Custom/Services/Lead.php

<?php
namespace Espo\Modules\Crm\Services;

use \Espo\ORM\Entity as Entity;

class Lead extends \Espo\Services\Record
{
    protected function getDuplicateWhereClause(Entity $entity, $data)
    {
        return array(
            'OR' => array(
                array(
                    'firstName' => $entity->get('firstName'),
                    'lastName' => $entity->get('lastName'),
                ),
                array(
                    'emailAddress' => $entity->get('emailAddress'),
                ),
            ),
        );
    }
}
?>

[tanya]

Aha, you've changed the class name, but not the namespace Espo\Custom\Services;
And if you don't want to lose existing lead functionality, your class has to extend Espo\Modules\Crm\Services\Lead

[theBuzzyCoder]

Hi tanya ,

Thanks. That helped. Also, how can I put condition like

check duplicate using: name && (email || phone)

[theBuzzyCoder]

This worked for me

<?php
namespace Espo\Custom\Services;

use \Espo\ORM\Entity as Entity;

class Lead extends \Espo\Modules\Crm\Services\Lead
{
    protected function getDuplicateWhereClause(Entity $entity, $data)
    {
        return array(
            'AND' => array(
                array(
                    'firstName' => $entity->get('firstName'),
                    'lastName' => $entity->get('lastName'),
                ),
                'OR' => array(
                    array(
                        'phoneNumber' => $entity->get('phoneNumber'),
                    ),
                    array(
                        'emailAddress' => $entity->get('emailAddress'),
                    ),
                ),
            )
        );
    }
}
?>

[khopper]

This worked perfectly for me on Opportunity! Just leaving my mark here in case I need to come back to this post.
File: custom/Espo/Custom/Services/Opportunity.php

[khopper]

How can I Disable Duplicate checking for a specific custom Entity "MDB"?
I tried adding the following to the file \custom\Espo\Custom\Services\MDB.php and these errors start showing up in the logs.

{
    protected function getDuplicateWhereClause(Entity $entity, $data)
    {
        return array(
            'AND' => array(
                array(
                    'name' => $entity->get('name'),
                ),
                'OR' => array(
                    array(
                        'btn' => $entity->get('btn'),
                    ),
                ),
            )
        );
    }
}

[2019-05-02 18:34:10] Espo.WARNING: E_WARNING: Declaration of Espo\Custom\Services\MDB::getDuplicateWhereClause( Espo\Custom\Services\Entity $entity, $data) should be compatible with Espo\Core\Templates\Services\Company::getDuplicate WhereClause(Espo\ORM\Entity $entity, $data) {"code":2,"message":"Declaration of Espo\\Custom\\Services\\MDB::getDuplicateWhereClau se(Espo\\Custom\\Services\\Entity $entity, $data) should be compatible with Espo\\Core\\Templates\\Services\\Company::getDupli cateWhereClause(Espo\\ORM\\Entity $entity, $data)","file":"/var/www/espocrm/custom/Espo/Custom/Services/MDB.php","line":5,"context":{"file":"/var/www/espocrm/custom/Espo/Custom/Services/MDB.php"}} []

[khopper]

Resolved, I had to adjust php file since custom entity is type "company" in directory: application\Espo\Core\Templates\Services\Company.p hp

From:

{
    protected function getDuplicateWhereClause(Entity $entity, $data)
    {
        return array(
            'name' => $entity->get('name')
        );
    }
}

To:

{
    protected function getDuplicateWhereClause(Entity $entity, $data)
    {
        return array(
            'AND' => array(
                array(
                    'name' => $entity->get('name'),
                ),
                'OR' => array(
                    array(
                        'btn' => $entity->get('btn'),
                    ),
                ),
            )
        );
    }
}

[alexisc]

this method in my case does not work, if you have working code, please post it here

[Exsto]

what do you want to get exactly?

[alexisc]

if possible Lead.php file