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[UPD] README.rst
This commit is contained in:
OCA-git-bot
@@ -1,11 +1,30 @@
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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|
||||
=================
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||||
Base Import Match
|
||||
=================
|
||||
|
||||
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
|
||||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
|
||||
:target: https://odoo-community.org/page/development-status
|
||||
:alt: Beta
|
||||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
|
||||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
|
||||
:alt: License: AGPL-3
|
||||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--backend-lightgray.png?logo=github
|
||||
:target: https://github.com/OCA/server-backend/tree/11.0/base_import_match
|
||||
:alt: OCA/server-backend
|
||||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
|
||||
:target: https://translation.odoo-community.org/projects/server-backend-11-0/server-backend-11-0-base_import_match
|
||||
:alt: Translate me on Weblate
|
||||
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
|
||||
:target: https://runbot.odoo-community.org/runbot/253/11.0
|
||||
:alt: Try me on Runbot
|
||||
|
||||
|badge1| |badge2| |badge3| |badge4| |badge5|
|
||||
|
||||
By default, when importing data (like CSV import) with the ``base_import``
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module, Odoo follows this rule:
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@@ -53,6 +72,11 @@ By default 2 rules are installed for production instances:
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In demo instances there are more examples.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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@@ -82,11 +106,7 @@ To use this module, you need to:
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#. Go to any list view.
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#. Press *Import* and follow the import procedure as usual.
|
||||
|
||||
.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
|
||||
:alt: Try me on Runbot
|
||||
:target: https://runbot.odoo-community.org/runbot/149/11.0
|
||||
|
||||
Known Issues / Roadmap
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Known issues / Roadmap
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======================
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* Add a setting to throw an error when multiple matches are found, instead of
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@@ -95,32 +115,35 @@ Known Issues / Roadmap
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues
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<https://github.com/OCA/server-tools/issues>`_. In case of trouble, please
|
||||
check there if your issue has already been reported. If you spotted it first,
|
||||
help us smashing it by providing a detailed and welcomed feedback.
|
||||
Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-backend/issues>`_.
|
||||
In case of trouble, please check there if your issue has already been reported.
|
||||
If you spotted it first, help us smashing it by providing a detailed and welcomed
|
||||
`feedback <https://github.com/OCA/server-backend/issues/new?body=module:%20base_import_match%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Contributors
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------------
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Authors
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~~~~~~~
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* Jairo Llopis <yajo.sk8@gmail.com>
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* Vicent Cubells <vicent.cubells@tecnativa.com>
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* Marçal Isern <marsal.isern@qubiq.es>
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* Grupo ESOC Ingeniería de Servicios
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* Tecnativa
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Maintainer
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----------
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Maintainers
|
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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This module is maintained by the OCA.
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OCA, or the Odoo Community Association, is a nonprofit organization whose
|
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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To contribute to this module, please visit https://odoo-community.org.
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This module is part of the `OCA/server-backend <https://github.com/OCA/server-backend/tree/11.0/base_import_match>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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502
base_import_match/static/description/index.html
Normal file
502
base_import_match/static/description/index.html
Normal file
@@ -0,0 +1,502 @@
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<?xml version="1.0" encoding="utf-8" ?>
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<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
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<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" />
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<title>Base Import Match</title>
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<style type="text/css">
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/*
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:Author: David Goodger (goodger@python.org)
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:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $
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:Copyright: This stylesheet has been placed in the public domain.
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Default cascading style sheet for the HTML output of Docutils.
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See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to
|
||||
customize this style sheet.
|
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*/
|
||||
|
||||
/* used to remove borders from tables and images */
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.borderless, table.borderless td, table.borderless th {
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border: 0 }
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table.borderless td, table.borderless th {
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/* Override padding for "table.docutils td" with "! important".
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The right padding separates the table cells. */
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padding: 0 0.5em 0 0 ! important }
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.first {
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/* Override more specific margin styles with "! important". */
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margin-top: 0 ! important }
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.last, .with-subtitle {
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margin-bottom: 0 ! important }
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.hidden {
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display: none }
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.subscript {
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vertical-align: sub;
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font-size: smaller }
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vertical-align: super;
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font-size: smaller }
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a.toc-backref {
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text-decoration: none ;
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color: black }
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blockquote.epigraph {
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margin: 2em 5em ; }
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dl.docutils dd {
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margin-bottom: 0.5em }
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object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] {
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overflow: hidden;
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}
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/* Uncomment (and remove this text!) to get bold-faced definition list terms
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||||
dl.docutils dt {
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font-weight: bold }
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*/
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||||
|
||||
div.abstract {
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||||
margin: 2em 5em }
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div.abstract p.topic-title {
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font-weight: bold ;
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text-align: center }
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div.admonition, div.attention, div.caution, div.danger, div.error,
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div.hint, div.important, div.note, div.tip, div.warning {
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margin: 2em ;
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border: medium outset ;
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padding: 1em }
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div.admonition p.admonition-title, div.hint p.admonition-title,
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div.important p.admonition-title, div.note p.admonition-title,
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div.tip p.admonition-title {
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font-weight: bold ;
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font-family: sans-serif }
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div.attention p.admonition-title, div.caution p.admonition-title,
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div.danger p.admonition-title, div.error p.admonition-title,
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div.warning p.admonition-title, .code .error {
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color: red ;
|
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font-weight: bold ;
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||||
font-family: sans-serif }
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/* Uncomment (and remove this text!) to get reduced vertical space in
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compound paragraphs.
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div.compound .compound-first, div.compound .compound-middle {
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margin-bottom: 0.5em }
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div.compound .compound-last, div.compound .compound-middle {
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margin-top: 0.5em }
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*/
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div.dedication {
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margin: 2em 5em ;
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text-align: center ;
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font-style: italic }
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||||
div.dedication p.topic-title {
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font-weight: bold ;
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font-style: normal }
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div.figure {
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margin-left: 2em ;
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margin-right: 2em }
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div.footer, div.header {
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clear: both;
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font-size: smaller }
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div.line-block {
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display: block ;
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margin-top: 1em ;
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margin-bottom: 1em }
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div.line-block div.line-block {
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margin-top: 0 ;
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margin-bottom: 0 ;
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margin-left: 1.5em }
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div.sidebar {
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margin: 0 0 0.5em 1em ;
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border: medium outset ;
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padding: 1em ;
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background-color: #ffffee ;
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width: 40% ;
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float: right ;
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clear: right }
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||||
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||||
div.sidebar p.rubric {
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font-family: sans-serif ;
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font-size: medium }
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div.system-messages {
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||||
margin: 5em }
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||||
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div.system-messages h1 {
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color: red }
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||||
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||||
div.system-message {
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||||
border: medium outset ;
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||||
padding: 1em }
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||||
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||||
div.system-message p.system-message-title {
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||||
color: red ;
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font-weight: bold }
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||||
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||||
div.topic {
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||||
margin: 2em }
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h1.section-subtitle, h2.section-subtitle, h3.section-subtitle,
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h4.section-subtitle, h5.section-subtitle, h6.section-subtitle {
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||||
margin-top: 0.4em }
|
||||
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||||
h1.title {
|
||||
text-align: center }
|
||||
|
||||
h2.subtitle {
|
||||
text-align: center }
|
||||
|
||||
hr.docutils {
|
||||
width: 75% }
|
||||
|
||||
img.align-left, .figure.align-left, object.align-left, table.align-left {
|
||||
clear: left ;
|
||||
float: left ;
|
||||
margin-right: 1em }
|
||||
|
||||
img.align-right, .figure.align-right, object.align-right, table.align-right {
|
||||
clear: right ;
|
||||
float: right ;
|
||||
margin-left: 1em }
|
||||
|
||||
img.align-center, .figure.align-center, object.align-center {
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||||
display: block;
|
||||
margin-left: auto;
|
||||
margin-right: auto;
|
||||
}
|
||||
|
||||
table.align-center {
|
||||
margin-left: auto;
|
||||
margin-right: auto;
|
||||
}
|
||||
|
||||
.align-left {
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||||
text-align: left }
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||||
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||||
.align-center {
|
||||
clear: both ;
|
||||
text-align: center }
|
||||
|
||||
.align-right {
|
||||
text-align: right }
|
||||
|
||||
/* reset inner alignment in figures */
|
||||
div.align-right {
|
||||
text-align: inherit }
|
||||
|
||||
/* div.align-center * { */
|
||||
/* text-align: left } */
|
||||
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||||
.align-top {
|
||||
vertical-align: top }
|
||||
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||||
.align-middle {
|
||||
vertical-align: middle }
|
||||
|
||||
.align-bottom {
|
||||
vertical-align: bottom }
|
||||
|
||||
ol.simple, ul.simple {
|
||||
margin-bottom: 1em }
|
||||
|
||||
ol.arabic {
|
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list-style: decimal }
|
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|
||||
ol.loweralpha {
|
||||
list-style: lower-alpha }
|
||||
|
||||
ol.upperalpha {
|
||||
list-style: upper-alpha }
|
||||
|
||||
ol.lowerroman {
|
||||
list-style: lower-roman }
|
||||
|
||||
ol.upperroman {
|
||||
list-style: upper-roman }
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||||
|
||||
p.attribution {
|
||||
text-align: right ;
|
||||
margin-left: 50% }
|
||||
|
||||
p.caption {
|
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font-style: italic }
|
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|
||||
p.credits {
|
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font-style: italic ;
|
||||
font-size: smaller }
|
||||
|
||||
p.label {
|
||||
white-space: nowrap }
|
||||
|
||||
p.rubric {
|
||||
font-weight: bold ;
|
||||
font-size: larger ;
|
||||
color: maroon ;
|
||||
text-align: center }
|
||||
|
||||
p.sidebar-title {
|
||||
font-family: sans-serif ;
|
||||
font-weight: bold ;
|
||||
font-size: larger }
|
||||
|
||||
p.sidebar-subtitle {
|
||||
font-family: sans-serif ;
|
||||
font-weight: bold }
|
||||
|
||||
p.topic-title {
|
||||
font-weight: bold }
|
||||
|
||||
pre.address {
|
||||
margin-bottom: 0 ;
|
||||
margin-top: 0 ;
|
||||
font: inherit }
|
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|
||||
pre.literal-block, pre.doctest-block, pre.math, pre.code {
|
||||
margin-left: 2em ;
|
||||
margin-right: 2em }
|
||||
|
||||
pre.code .ln { color: grey; } /* line numbers */
|
||||
pre.code, code { background-color: #eeeeee }
|
||||
pre.code .comment, code .comment { color: #5C6576 }
|
||||
pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
|
||||
pre.code .literal.string, code .literal.string { color: #0C5404 }
|
||||
pre.code .name.builtin, code .name.builtin { color: #352B84 }
|
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pre.code .deleted, code .deleted { background-color: #DEB0A1}
|
||||
pre.code .inserted, code .inserted { background-color: #A3D289}
|
||||
|
||||
span.classifier {
|
||||
font-family: sans-serif ;
|
||||
font-style: oblique }
|
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|
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span.classifier-delimiter {
|
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font-family: sans-serif ;
|
||||
font-weight: bold }
|
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|
||||
span.interpreted {
|
||||
font-family: sans-serif }
|
||||
|
||||
span.option {
|
||||
white-space: nowrap }
|
||||
|
||||
span.pre {
|
||||
white-space: pre }
|
||||
|
||||
span.problematic {
|
||||
color: red }
|
||||
|
||||
span.section-subtitle {
|
||||
/* font-size relative to parent (h1..h6 element) */
|
||||
font-size: 80% }
|
||||
|
||||
table.citation {
|
||||
border-left: solid 1px gray;
|
||||
margin-left: 1px }
|
||||
|
||||
table.docinfo {
|
||||
margin: 2em 4em }
|
||||
|
||||
table.docutils {
|
||||
margin-top: 0.5em ;
|
||||
margin-bottom: 0.5em }
|
||||
|
||||
table.footnote {
|
||||
border-left: solid 1px black;
|
||||
margin-left: 1px }
|
||||
|
||||
table.docutils td, table.docutils th,
|
||||
table.docinfo td, table.docinfo th {
|
||||
padding-left: 0.5em ;
|
||||
padding-right: 0.5em ;
|
||||
vertical-align: top }
|
||||
|
||||
table.docutils th.field-name, table.docinfo th.docinfo-name {
|
||||
font-weight: bold ;
|
||||
text-align: left ;
|
||||
white-space: nowrap ;
|
||||
padding-left: 0 }
|
||||
|
||||
/* "booktabs" style (no vertical lines) */
|
||||
table.docutils.booktabs {
|
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border: 0px;
|
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border-top: 2px solid;
|
||||
border-bottom: 2px solid;
|
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border-collapse: collapse;
|
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}
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table.docutils.booktabs * {
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||||
border: 0px;
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||||
}
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table.docutils.booktabs th {
|
||||
border-bottom: thin solid;
|
||||
text-align: left;
|
||||
}
|
||||
|
||||
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
|
||||
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
|
||||
font-size: 100% }
|
||||
|
||||
ul.auto-toc {
|
||||
list-style-type: none }
|
||||
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="base-import-match">
|
||||
<h1 class="title">Base Import Match</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/server-backend/tree/11.0/base_import_match"><img alt="OCA/server-backend" src="https://img.shields.io/badge/github-OCA%2Fserver--backend-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/server-backend-11-0/server-backend-11-0-base_import_match"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/253/11.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
|
||||
<p>By default, when importing data (like CSV import) with the <tt class="docutils literal">base_import</tt>
|
||||
module, Odoo follows this rule:</p>
|
||||
<ul class="simple">
|
||||
<li>If you import the XMLID of a record, make an <strong>update</strong>.</li>
|
||||
<li>If you do not, <strong>create</strong> a new record.</li>
|
||||
</ul>
|
||||
<p>This module allows you to set additional rules to match if a given import is an
|
||||
update or a new record.</p>
|
||||
<p>This is useful when you need to sync heterogeneous databases, and the field you
|
||||
use to match records in those databases with Odoo’s is not the XMLID but the
|
||||
name, VAT, email, etc.</p>
|
||||
<p>After installing this module, the import logic will be changed to:</p>
|
||||
<ul class="simple">
|
||||
<li>If you import the XMLID of a record, make an <strong>update</strong>.</li>
|
||||
<li>If you do not:<ul>
|
||||
<li>If there are import match rules for the model you are importing:<ul>
|
||||
<li>Discard the rules that require fields you are not importing.</li>
|
||||
<li>Traverse the remaining rules one by one in order to find a match in the database.<ul>
|
||||
<li>Skip the rule if it requires a special condition that is not
|
||||
satisfied.</li>
|
||||
<li>If one match is found:<ul>
|
||||
<li>Stop traversing the rest of valid rules.</li>
|
||||
<li><strong>Update</strong> that record.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>If zero or multiple matches are found:<ul>
|
||||
<li>Continue with the next rule.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>If all rules are exhausted and no single match is found:<ul>
|
||||
<li><strong>Create</strong> a new record.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li>If there are no match rules for your model:<ul>
|
||||
<li><strong>Create</strong> a new record.</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
<p>By default 2 rules are installed for production instances:</p>
|
||||
<ul class="simple">
|
||||
<li>One rule that will allow you to update companies based on their VAT, when
|
||||
<tt class="docutils literal">is_company</tt> is <tt class="docutils literal">True</tt>.</li>
|
||||
<li>One rule that will allow you to update users based on their login.</li>
|
||||
</ul>
|
||||
<p>In demo instances there are more examples.</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
|
||||
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
|
||||
<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="configuration">
|
||||
<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
|
||||
<p>To configure this module, you need to:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to <em>Settings > Technical > Database Structure > Import Match</em>.</li>
|
||||
<li><em>Create</em>.</li>
|
||||
<li>Choose a <em>Model</em>.</li>
|
||||
<li>Choose the <em>Fields</em> that conform a unique key in that model.</li>
|
||||
<li>If the rule must be used only for certain imported values, check
|
||||
<em>Conditional</em> and enter the <strong>exact string</strong> that is going to be imported
|
||||
in <em>Imported value</em>.<ol class="arabic">
|
||||
<li>Keep in mind that the match here is evaluated as a case sensitive
|
||||
<strong>text string</strong> always. If you enter e.g. <tt class="docutils literal">True</tt>, it will match that
|
||||
string, but will not match <tt class="docutils literal">1</tt> or <tt class="docutils literal">true</tt>.</li>
|
||||
</ol>
|
||||
</li>
|
||||
<li><em>Save</em>.</li>
|
||||
</ol>
|
||||
<p>In that list view, you can sort rules by drag and drop.</p>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h1><a class="toc-backref" href="#id2">Usage</a></h1>
|
||||
<p>To use this module, you need to:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Follow steps in <strong>Configuration</strong> section above.</li>
|
||||
<li>Go to any list view.</li>
|
||||
<li>Press <em>Import</em> and follow the import procedure as usual.</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="known-issues-roadmap">
|
||||
<h1><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h1>
|
||||
<ul class="simple">
|
||||
<li>Add a setting to throw an error when multiple matches are found, instead of
|
||||
falling back to creation of new record.</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-backend/issues">GitHub Issues</a>.
|
||||
In case of trouble, please check there if your issue has already been reported.
|
||||
If you spotted it first, help us smashing it by providing a detailed and welcomed
|
||||
<a class="reference external" href="https://github.com/OCA/server-backend/issues/new?body=module:%20base_import_match%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||||
</div>
|
||||
<div class="section" id="credits">
|
||||
<h1><a class="toc-backref" href="#id5">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#id6">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Grupo ESOC Ingeniería de Servicios</li>
|
||||
<li>Tecnativa</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#id7">Maintainers</a></h2>
|
||||
<p>This module is maintained by the OCA.</p>
|
||||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
|
||||
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
|
||||
mission is to support the collaborative development of Odoo features and
|
||||
promote its widespread use.</p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-backend/tree/11.0/base_import_match">OCA/server-backend</a> project on GitHub.</p>
|
||||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user