[MIG] base_import_match: Migration to 12.0

[UPD] README.rst

[UPD] Update base_import_match.pot

base_import_match/README.rst

@@ -1,11 +1,30 @@
-.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
-   :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
-   :alt: License: AGPL-3
-
 =================
 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/12.0/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-12-0/server-backend-12-0-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/253/12.0
+    :alt: Try me on Runbot
+
+|badge1| |badge2| |badge3| |badge4| |badge5| 
+
 By default, when importing data (like CSV import) with the ``base_import``
 module, Odoo follows this rule:
 
@@ -53,6 +72,11 @@ By default 2 rules are installed for production instances:
 
 In demo instances there are more examples.
 
+**Table of contents**
+
+.. contents::
+   :local:
+
 Configuration
 =============
 
@@ -82,11 +106,7 @@ To use this module, you need to:
 #. Go to any list view.
 #. 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/149/10.0
-
-Known Issues / Roadmap
+Known issues / Roadmap
 ======================
 
 * Add a setting to throw an error when multiple matches are found, instead of
@@ -95,31 +115,42 @@ Known Issues / Roadmap
 Bug Tracker
 ===========
 
-Bugs are tracked on `GitHub Issues
-<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:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
 
 Credits
 =======
 
+Authors
+~~~~~~~
+
+* Tecnativa
+
 Contributors
-------------
+~~~~~~~~~~~~
 
-* Jairo Llopis <yajo.sk8@gmail.com>
-* Vicent Cubells <vicent.cubells@tecnativa.com>
+* `Tecnativa <https://www.tecnativa.com>`_:
+  * Jairo Llopis
+  * Vicent Cubells
+  * Ernesto Tejeda
 
-Maintainer
-----------
+Maintainers
+~~~~~~~~~~~
+
+This module is maintained by the OCA.
 
 .. image:: https://odoo-community.org/logo.png
    :alt: Odoo Community Association
    :target: https://odoo-community.org
 
-This module is maintained by the OCA.
-
 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.
 
-To contribute to this module, please visit https://odoo-community.org.
+This module is part of the `OCA/server-backend <https://github.com/OCA/server-backend/tree/12.0/base_import_match>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

base_import_match/__init__.py

@@ -1,4 +1,3 @@
-# -*- coding: utf-8 -*-
 # Copyright 2016 Grupo ESOC Ingeniería de Servicios, S.L.U. - Jairo Llopis
 # Copyright 2016 Tecnativa - Vicent Cubells
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

base_import_match/__manifest__.py

@@ -1,15 +1,13 @@
-# -*- coding: utf-8 -*-
 # Copyright 2016 Grupo ESOC Ingeniería de Servicios, S.L.U. - Jairo Llopis
 # Copyright 2016 Tecnativa - Vicent Cubells
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
 {
     "name": "Base Import Match",
     "summary": "Try to avoid duplicates before importing",
-    "version": "10.0.1.0.0",
+    "version": "12.0.1.0.0",
     "category": "Tools",
     "website": "https://tecnativa.com",
-    "author": "Grupo ESOC Ingeniería de Servicios,"
-              "Tecnativa, "
+    "author": "Tecnativa, "
               "Odoo Community Association (OCA)",
     "license": "AGPL-3",
     "application": False,

base_import_match/data/base_import_match.xml

@@ -11,11 +11,11 @@
     </record>
     <record model="base_import.match.field" id="res_partner_vat_vat">
       <field name="match_id" ref="base_import_match.res_partner_vat"/>
-      <field name="field_id" ref="base.field_res_partner_vat"/>
+      <field name="field_id" ref="base.field_res_partner__vat"/>
     </record>
     <record model="base_import.match.field" id="res_partner_vat_is_company">
       <field name="match_id" ref="base_import_match.res_partner_vat"/>
-      <field name="field_id" ref="base.field_res_partner_is_company"/>
+      <field name="field_id" ref="base.field_res_partner__is_company"/>
       <field name="conditional">True</field>
       <field name="imported_value">True</field>
     </record>
@@ -27,7 +27,7 @@
     </record>
     <record model="base_import.match.field" id="res_users_login_login">
       <field name="match_id" ref="base_import_match.res_users_login"/>
-      <field name="field_id" ref="base.field_res_users_login"/>
+      <field name="field_id" ref="base.field_res_users__login"/>
     </record>
 
 </odoo>

base_import_match/demo/base_import_match.xml

@@ -11,15 +11,15 @@
     </record>
     <record model="base_import.match.field" id="res_partner_parent_name_is_company_name">
       <field name="match_id" ref="res_partner_parent_name_is_company"/>
-      <field name="field_id" ref="base.field_res_partner_name"/>
+      <field name="field_id" ref="base.field_res_partner__name"/>
     </record>
     <record model="base_import.match.field" id="res_partner_parent_name_is_company_parent">
       <field name="match_id" ref="res_partner_parent_name_is_company"/>
-      <field name="field_id" ref="base.field_res_partner_parent_id"/>
+      <field name="field_id" ref="base.field_res_partner__parent_id"/>
     </record>
     <record model="base_import.match.field" id="res_partner_parent_name_is_company_is_company">
       <field name="match_id" ref="res_partner_parent_name_is_company"/>
-      <field name="field_id" ref="base.field_res_partner_is_company"/>
+      <field name="field_id" ref="base.field_res_partner__is_company"/>
     </record>
 
     <!-- Match partner by email -->
@@ -29,7 +29,7 @@
     </record>
     <record model="base_import.match.field" id="res_partner_email_email">
       <field name="match_id" ref="base_import_match.res_partner_email"/>
-      <field name="field_id" ref="base.field_res_partner_email"/>
+      <field name="field_id" ref="base.field_res_partner__email"/>
     </record>
 
     <!-- Match partner by name -->
@@ -39,7 +39,7 @@
     </record>
     <record model="base_import.match.field" id="res_partner_name_name">
       <field name="match_id" ref="base_import_match.res_partner_name"/>
-      <field name="field_id" ref="base.field_res_partner_name"/>
+      <field name="field_id" ref="base.field_res_partner__name"/>
     </record>
 
 </odoo>

base_import_match/i18n/base_import_match.pot

@@ -4,7 +4,7 @@
 #
 msgid ""
 msgstr ""
-"Project-Id-Version: Odoo Server 10.0\n"
+"Project-Id-Version: Odoo Server 12.0\n"
 "Report-Msgid-Bugs-To: \n"
 "Last-Translator: <>\n"
 "Language-Team: \n"
@@ -14,19 +14,24 @@ msgstr ""
 "Plural-Forms: \n"
 
 #. module: base_import_match
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field_conditional
+#: model:ir.model,name:base_import_match.model_base
+msgid "Base"
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field__conditional
 msgid "Conditional"
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_create_uid
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field_create_uid
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__create_uid
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field__create_uid
 msgid "Created by"
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_create_date
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field_create_date
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__create_date
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field__create_date
 msgid "Created on"
 msgstr ""
 
@@ -36,23 +41,23 @@ msgid "Deduplicate settings prior to CSV imports."
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_display_name
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field_display_name
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__display_name
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field__display_name
 msgid "Display Name"
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,help:base_import_match.field_base_import_match_field_conditional
+#: model:ir.model.fields,help:base_import_match.field_base_import_match_field__conditional
 msgid "Enable if you want to use this field only in some conditions."
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field_field_id
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field__field_id
 msgid "Field"
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field_name
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field__name
 msgid "Field Name"
 msgstr ""
 
@@ -62,99 +67,98 @@ msgid "Field import match definition"
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,help:base_import_match.field_base_import_match_field_field_id
+#: model:ir.model.fields,help:base_import_match.field_base_import_match_field__field_id
 msgid "Field that will be part of an unique key."
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field_ids
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__field_ids
 msgid "Fields"
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,help:base_import_match.field_base_import_match_field_ids
+#: model:ir.model.fields,help:base_import_match.field_base_import_match__field_ids
 msgid "Fields that will define an unique key."
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.ui.view,arch_db:base_import_match.match_search_view
+#: model_terms:ir.ui.view,arch_db:base_import_match.match_search_view
 msgid "Group By"
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field_id
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_id
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__id
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field__id
 msgid "ID"
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,help:base_import_match.field_base_import_match_field_imported_value
+#: model:ir.model.fields,help:base_import_match.field_base_import_match_field__imported_value
 msgid "If the imported value is not this, the whole matching rule will be discarded. Be careful, this data is always treated as a string, and comparison is case-sensitive so if you set 'True', it will NOT match '1' nor 'true', only EXACTLY 'True'."
 msgstr ""
 
 #. module: base_import_match
 #: model:ir.actions.act_window,name:base_import_match.match_action
 #: model:ir.ui.menu,name:base_import_match.match_menu
-#: model:ir.ui.view,arch_db:base_import_match.match_form_view
-#: model:ir.ui.view,arch_db:base_import_match.match_search_view
-#: model:ir.ui.view,arch_db:base_import_match.match_tree_view
+#: model_terms:ir.ui.view,arch_db:base_import_match.match_form_view
+#: model_terms:ir.ui.view,arch_db:base_import_match.match_search_view
+#: model_terms:ir.ui.view,arch_db:base_import_match.match_tree_view
 msgid "Import Match"
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field_imported_value
-msgid "Imported value"
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field__imported_value
+msgid "Imported Value"
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,help:base_import_match.field_base_import_match_field_model_id
-#: model:ir.model.fields,help:base_import_match.field_base_import_match_model_id
+#: model:ir.model.fields,help:base_import_match.field_base_import_match__model_id
+#: model:ir.model.fields,help:base_import_match.field_base_import_match_field__model_id
 msgid "In this model you will apply the match."
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match___last_update
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field___last_update
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match____last_update
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field____last_update
 msgid "Last Modified on"
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field_write_uid
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_write_uid
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__write_uid
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field__write_uid
 msgid "Last Updated by"
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field_write_date
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_write_date
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__write_date
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field__write_date
 msgid "Last Updated on"
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field_match_id
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field__match_id
 msgid "Match"
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field_model_id
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_model_id
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_model_name
-#: model:ir.ui.view,arch_db:base_import_match.match_search_view
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__model_id
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_field__model_id
+#: model_terms:ir.ui.view,arch_db:base_import_match.match_search_view
 msgid "Model"
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_name
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__model_name
+msgid "Model name"
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__name
 msgid "Name"
 msgstr ""
 
 #. module: base_import_match
-#: model:ir.model.fields,field_description:base_import_match.field_base_import_match_sequence
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__sequence
 msgid "Sequence"
 msgstr ""
 
-#. module: base_import_match
-#: model:ir.model,name:base_import_match.model_base
-msgid "base"
-msgstr ""
-

base_import_match/models/__init__.py

@@ -1,4 +1,3 @@
-# -*- coding: utf-8 -*-
 # Copyright 2016 Grupo ESOC Ingeniería de Servicios, S.L.U. - Jairo Llopis
 # Copyright 2016 Tecnativa - Vicent Cubells
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

base_import_match/models/base.py

@@ -1,4 +1,3 @@
-# -*- coding: utf-8 -*-
 # Copyright 2017 Jairo Llopis <jairo.llopis@tecnativa.com>
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
 from odoo import api, models
@@ -20,7 +19,8 @@ class Base(models.AbstractModel):
         if self.env["base_import.match"]._usable_rules(self._name, fields):
             newdata = list()
             # Data conversion to ORM format
-            import_fields = map(models.fix_import_export_id_paths, fields)
+            import_fields = list(
+                map(models.fix_import_export_id_paths, fields))
             converted_data = self._convert_records(
                 self._extract_records(import_fields, data))
             # Mock Odoo to believe the user is importing the ID field
@@ -44,7 +44,10 @@ class Base(models.AbstractModel):
                     match = self.env["base_import.match"]._match_find(
                         self, record, row)
                 # Give a valid XMLID to this row if a match was found
-                row["id"] = (match._BaseModel__export_xml_id()
+                # To generate externals IDS.
+                match.export_data(fields)
+                ext_id = match.get_external_id()
+                row["id"] = (ext_id[match.id]
                              if match else row.get("id", u""))
                 # Store the modified row, in the same order as fields
                 newdata.append(tuple(row[f] for f in clean_fields))

base_import_match/models/base_import.py

@@ -1,4 +1,3 @@
-# -*- coding: utf-8 -*-
 # Copyright 2016 Grupo ESOC Ingeniería de Servicios, S.L.U. - Jairo Llopis
 # Copyright 2016 Tecnativa - Vicent Cubells
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
@@ -26,6 +25,7 @@ class BaseImportMatch(models.Model):
         domain=[("transient", "=", False)],
         help="In this model you will apply the match.")
     model_name = fields.Char(
+        string="Model name",
         related="model_id.model",
         store=True,
         index=True)

base_import_match/readme/CONFIGURE.rst

@@ -0,0 +1,16 @@
+To configure this module, you need to:
+
+#. Go to *Settings > Technical > Database Structure > Import Match*.
+#. *Create*.
+#. Choose a *Model*.
+#. Choose the *Fields* that conform a 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.

base_import_match/readme/CONTRIBUTORS.rst

@@ -0,0 +1,4 @@
+* `Tecnativa <https://www.tecnativa.com>`_:
+  * Jairo Llopis
+  * Vicent Cubells
+  * Ernesto Tejeda

base_import_match/readme/DESCRIPTION.rst

@@ -0,0 +1,46 @@
+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.
+
+This module allows you to set additional rules to match if a given import is an
+update or a new record.
+
+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.
+
+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.
+
+      - 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.

base_import_match/readme/ROADMAP.rst

@@ -0,0 +1,2 @@
+* Add a setting to throw an error when multiple matches are found, instead of
+  falling back to creation of new record.

base_import_match/readme/USAGE.rst

@@ -0,0 +1,5 @@
+To use this module, you need to:
+
+#. Follow steps in **Configuration** section above.
+#. Go to any list view.
+#. Press *Import* and follow the import procedure as usual.

base_import_match/static/description/index.html

@@ -0,0 +1,511 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
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+</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/12.0/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-12-0/server-backend-12-0-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/253/12.0"><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="#contributors" id="id7">Contributors</a></li>
+<li><a class="reference internal" href="#maintainers" id="id8">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 &gt; Technical &gt; Database Structure &gt; 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:%2012.0%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>Tecnativa</li>
+</ul>
+</div>
+<div class="section" id="contributors">
+<h2><a class="toc-backref" href="#id7">Contributors</a></h2>
+<ul class="simple">
+<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:
+* Jairo Llopis
+* Vicent Cubells
+* Ernesto Tejeda</li>
+</ul>
+</div>
+<div class="section" id="maintainers">
+<h2><a class="toc-backref" href="#id8">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/12.0/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>

base_import_match/tests/__init__.py

@@ -1,4 +1,3 @@
-# -*- coding: utf-8 -*-
 # Copyright 2016 Grupo ESOC Ingeniería de Servicios, S.L.U. - Jairo Llopis
 # Copyright 2016 Tecnativa - Vicent Cubells
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

base_import_match/tests/import_data/res_partner_email.csv

@@ -1,2 +1,2 @@
 email,name
-michel.fletcher@agrolait.example.com,Michel Fletcher Changed
+floyd.steward34@example.com,Floyd Steward Changed

base_import_match/tests/import_data/res_partner_name.csv

@@ -1,2 +1,2 @@
 function,name
-Function Changed,Michel Fletcher
+Function Changed,Floyd Steward

base_import_match/tests/import_data/res_partner_parent_name_is_company.csv

@@ -1,2 +1,2 @@
 name,is_company,parent_id/id,email
-Michel Fletcher,False,base.res_partner_2,changed@agrolait.example.com
+Floyd Steward,False,base.res_partner_2,floyd.steward34.changed@example.com

base_import_match/tests/import_data/res_partner_vat.csv

@@ -1,2 +1,2 @@
 name,vat,is_company
-Agrolait Changed,BE0477472701,True
+Deco Addict Changed,BE0477472701,True

base_import_match/tests/test_import.py

@@ -1,4 +1,3 @@
-# -*- coding: utf-8 -*-
 # Copyright 2016 Grupo ESOC Ingeniería de Servicios, S.L.U. - Jairo Llopis
 # Copyright 2016 Tecnativa - Vicent Cubells
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
@@ -28,34 +27,34 @@ class ImportCase(TransactionCase):
 
     def test_res_partner_vat(self):
         """Change name based on VAT."""
-        agrolait = self.env.ref("base.res_partner_2")
-        agrolait.vat = "BE0477472701"
+        deco_addict = self.env.ref("base.res_partner_2")
+        deco_addict.vat = "BE0477472701"
         record = self._base_import_record("res.partner", "res_partner_vat")
-        record.do(["name", "vat", "is_company"], OPTIONS)
-        agrolait.env.invalidate_all()
-        self.assertEqual(agrolait.name, "Agrolait Changed")
+        record.do(["name", "vat", "is_company"], [], OPTIONS)
+        deco_addict.env.cache.invalidate()
+        self.assertEqual(deco_addict.name, "Deco Addict Changed")
 
     def test_res_partner_parent_name_is_company(self):
         """Change email based on parent_id, name and is_company."""
         record = self._base_import_record(
             "res.partner", "res_partner_parent_name_is_company")
-        record.do(["name", "is_company", "parent_id/id", "email"], OPTIONS)
+        record.do(["name", "is_company", "parent_id/id", "email"], [], OPTIONS)
         self.assertEqual(
             self.env.ref("base.res_partner_address_4").email,
-            "changed@agrolait.example.com")
+            "floyd.steward34.changed@example.com")
 
     def test_res_partner_email(self):
         """Change name based on email."""
         record = self._base_import_record("res.partner", "res_partner_email")
-        record.do(["email", "name"], OPTIONS)
+        record.do(["email", "name"], [], OPTIONS)
         self.assertEqual(
             self.env.ref("base.res_partner_address_4").name,
-            "Michel Fletcher Changed")
+            "Floyd Steward Changed")
 
     def test_res_partner_name(self):
         """Change function based on name."""
         record = self._base_import_record("res.partner", "res_partner_name")
-        record.do(["function", "name"], OPTIONS)
+        record.do(["function", "name"], [], OPTIONS)
         self.assertEqual(
             self.env.ref("base.res_partner_address_4").function,
             "Function Changed")
@@ -63,7 +62,7 @@ class ImportCase(TransactionCase):
     def test_res_users_login(self):
         """Change name based on login."""
         record = self._base_import_record("res.users", "res_users_login")
-        record.do(["login", "name"], OPTIONS)
+        record.do(["login", "name"], [], OPTIONS)
         self.assertEqual(
             self.env.ref("base.user_demo").name,
             "Demo User Changed")

base_import_match/views/base_import_match_view.xml

@@ -62,7 +62,7 @@
             <field name="field_ids"/>
             <separator/>
             <group expand="0" string="Group By">
-                <filter string="Model" context="{'group_by': 'model_id'}"/>
+                <filter string="Model" context="{'group_by': 'model_id'}" name="model"/>
             </group>
         </search>
     </field>