Contacts with Same phone number

[fioreid]

How to avoid creating a contact if there is another contact saved with the same number but similar/different name?

[lazovic]

Hi fioreid,

I think this solution will suit you (requires some programming skills): https://docs.espocrm.com/development/duplicate-check/.

[fioreid]

I would prefer using a workflow, there is a formula record\exists('Contact', 'phoneNumber=', phoneNumber). Is this the right for me? I don't quite understand it.

[rabii]

You need to create a custom contact duplicateWhereBuilders class:

1- First step create a file Contact.php under custom/Espo/Custom/Classes/DuplicateWhereBuilders :

<?php

namespace Espo\Custom\Classes\DuplicateWhereBuilders;

use Espo\Core\ORM\Entity as CoreEntity;

use Espo\Core\{
    Duplicate\WhereBuilder,
    Field\EmailAddressGroup,
    Field\PhoneNumberGroup,
};

use Espo\ORM\{
    Query\Part\Condition as Cond,
    Query\Part\WhereItem,
    Query\Part\Where\OrGroup,
    Entity,
};

/**
 * @implements WhereBuilder<CoreEntity>
 */
class Contact implements WhereBuilder
{
    public function build(Entity $entity): ?WhereItem
    {
        assert($entity instanceof CoreEntity);

        $orBuilder = OrGroup::createBuilder();

        $toCheck = false;

        if ($entity->get('firstName') || $entity->get('lastName')) {
            $orBuilder->add(
                Cond::and(
                    Cond::equal(
                        Cond::column('firstName'),
                        $entity->get('firstName')
                    ),
                    Cond::equal(
                        Cond::column('lastName'),
                        $entity->get('lastName')
                    )
                )
            );

            $toCheck = true;
        }

        if (
            ($entity->get('emailAddress') || $entity->get('emailAddressData')) &&
            (
                $entity->isNew() ||
                $entity->isAttributeChanged('emailAddress') ||
                $entity->isAttributeChanged('emailAddressData')
            )
        ) {
            foreach ($this->getEmailAddressList($entity) as $emailAddress) {
                $orBuilder->add(
                    Cond::equal(
                        Cond::column('emailAddress'),
                        $emailAddress
                    )
                );

                $toCheck = true;
            }
        }

        if (
            ($entity->get('phoneNumber') || $entity->get('phoneNumberData')) &&
            (
                $entity->isNew() ||
                $entity->isAttributeChanged('phoneNumber') ||
                $entity->isAttributeChanged('phoneNumberData')
            )
        ) {
            foreach ($this->getPhoneNumberList($entity) as $phoneNumber) {
                $orBuilder->add(
                    Cond::equal(
                        Cond::column('phoneNumber'),
                        $phoneNumber
                    )
                );

                $toCheck = true;
            }
        }

        if (!$toCheck) {
            return null;
        }

        return $orBuilder->build();
    }

    /**
     * @return string[]
     */
    private function getEmailAddressList(CoreEntity $entity): array
    {
        if ($entity->get('emailAddressData')) {
            /** @var EmailAddressGroup $eaGroup */
            $eaGroup = $entity->getValueObject('emailAddress');

            return $eaGroup->getAddressList();
        }

        if ($entity->get('emailAddress')) {
            return [
                $entity->get('emailAddress')
            ];
        }

        return [];
    }

    private function getPhoneNumberList(CoreEntity $entity): array
    {
        if ($entity->get('phoneNumberData')) {
            /** @var PhoneNumberGroup $eaGroup */
            $eaGroup = $entity->getValueObject('phoneNumber');

            return $eaGroup->getNumberList();
        }

        if ($entity->get('phoneNumber')) {
            return [
                $entity->get('phoneNumber')
            ];
        }

        return [];
    }
}

2 - second step create if not exists custom/Espo/Custom/Resources/metadata/recordDefs/Contact.json :

{ "duplicateWhereBuilderClassName": "Espo\\Custom\\Classes\\DuplicateWhereBuilders\\Contact" }

[item]

nice rabii,

very usefull

[fioreid]

rabii ok I will try thank you.

[rabii]

you are welcome. This should do the job i have tested it and it works, when creating a new contact the system will check if any existing contact has a phone number similar to the new then a modal windows with message (The record you are creating might already exist) will show up with existing contact.