base_import_match: Add conditionals to fields when importing.

This patch allows to import res.partner records by VAT when is_company==True by default.
This commit is contained in:
Jairo Llopis
2016-05-12 11:34:09 +02:00
committed by Radovan Skolnik
parent 47128c59c9
commit dc0c1a2b10
9 changed files with 242 additions and 104 deletions

View File

@@ -9,8 +9,8 @@ Base Import Match
By default, when importing data (like CSV import) with the ``base_import``
module, Odoo follows this rule:
#. If you import the XMLID of a record, make an **update**.
#. If you do not, **create** a new record.
- If you import the XMLID of a record, make an **update**.
- If you do not, **create** a new record.
This module allows you to set additional rules to match if a given import is an
update or a new record.
@@ -21,21 +21,31 @@ name, VAT, email, etc.
After installing this module, the import logic will be changed to:
#. If you import the XMLID of a record, make an **update**.
#. If you do not:
#. If there are import match rules for the model you are importing:
#. Discard the rules that require fields you are not importing.
#. Traverse the remaining rules one by one in order to find a match in
the database.
#. If one match is found:
#. Stop traversing the rest of valid rules.
#. **Update** that record.
#. If zero or multiple matches are found:
#. Continue with the next rule.
#. If all rules are exhausted and no single match is found:
#. **Create** a new record.
#. If there are no match rules for your model:
#. **Create** a new record.
- If you import the XMLID of a record, make an **update**.
- If you do not:
- If there are import match rules for the model you are importing:
- Discard the rules that require fields you are not importing.
- Traverse the remaining rules one by one in order to find a match in
the database.
- Skip the rule if it requires a special condition that is not
satisfied.
- If one match is found:
- Stop traversing the rest of valid rules.
- **Update** that record.
- If zero or multiple matches are found:
- Continue with the next rule.
- If all rules are exhausted and no single match is found:
- **Create** a new record.
- If there are no match rules for your model:
- **Create** a new record.
By default 2 rules are installed for production instances:
- One rule that will allow you to update companies based on their VAT, when
``is_company`` is ``True``.
- One rule that will allow you to update users based on their login.
In demo instances there are more examples.
Configuration
=============
@@ -46,6 +56,12 @@ To configure this module, you need to:
#. *Create*.
#. Choose a *Model*.
#. Choose the *Fields* that conform an unique key in that model.
#. If the rule must be used only for certain imported values, check
*Conditional* and enter the **exact string** that is going to be imported
in *Imported value*.
#. Keep in mind that the match here is evaluated as a case sensitive
**text string** always. If you enter e.g. ``True``, it will match that
string, but will not match ``1`` or ``true``.
#. *Save*.
In that list view, you can sort rules by drag and drop.
@@ -63,15 +79,11 @@ To use this module, you need to:
:alt: Try me on Runbot
:target: https://runbot.odoo-community.org/runbot/149/8.0
Roadmap / Known Issues
Known Issues / Roadmap
======================
* Add a filter to let you apply some rules only to incoming imports that match
a given criteria (like a domain, but for import data).
* Matching by VAT for ``res.partner`` records will only work when the partner
has no contacts, because otherwise Odoo reflects the parent company's VAT in
the contact, and that results in multiple matches. Fixing the above point
should make this work.
* Add a setting to throw an error when multiple matches are found, instead of
falling back to creation of new record.
Bug Tracker
===========