Connect Servala Portal User to Odoo Contact (Partner) #60

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opened 2025-05-20 12:43:03 +00:00 by tobru · 1 comment

tobru commented

2025-05-20 12:43:03 +00:00

Owner

Stories

As a user, I want to see my contact details stored in the CRM

As the system, I want to have a connection from the portal user to a contact in the CRM

Implementation Notes

This is similar to #54 - we need to connect to the Odoo API and work with data in the res.partner model.

When a user logs in for the first time, we search for the email address in the res.partner model.

If exactly one match: Store the ID of the contact in the Portal DB and use this from now on
If more than one match or if no match: Create a new contact in Odoo and store the resulting ID in the Portal DB

Then display some information in the users' profile:

function
parent_id.display_name

Only read access, no editing yet. Also, no caching, directly get this information from Odoo. Make sure to handle the situation when Odoo API should be inaccessible.

## Stories _As a user, I want to see my contact details stored in the CRM_ _As the system, I want to have a connection from the portal user to a contact in the CRM_ ## Implementation Notes This is similar to #54 - we need to connect to the Odoo API and work with data in the `res.partner` model. When a user logs in for the first time, we search for the email address in the `res.partner` model. - If exactly one match: Store the ID of the contact in the Portal DB and use this from now on - If more than one match or if no match: Create a new contact in Odoo and store the resulting ID in the Portal DB Then display some information in the users' profile: - `function` - `parent_id.display_name` Only read access, no editing yet. Also, no caching, directly get this information from Odoo. Make sure to handle the situation when Odoo API should be inaccessible.

tobru added the

enhancement

label 2025-05-20 12:43:03 +00:00

tobru added this to the Servala Portal project 2025-05-20 12:43:03 +00:00

rixx commented

2025-05-26 09:47:39 +00:00

Member

As discussed in our call today, I'll implement a method User.get_odoo_contact(organization), as the Odoo contact may depend on the organization context, and retrieving it on the fly should be good enough for now. Will implement this as part of #54.

As discussed in our call today, I'll implement a method `User.get_odoo_contact(organization)`, as the Odoo contact may depend on the organization context, and retrieving it on the fly *should* be good enough for now. Will implement this as part of #54.