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Merge pull request #383 from OCA/17.0
Syncing from upstream OCA/server-backend (17.0)
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‎README.md

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[base_external_dbsource](base_external_dbsource/) | 17.0.1.0.0 | | External Database Sources
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[base_external_dbsource_sqlite](base_external_dbsource_sqlite/) | 17.0.1.0.0 | [![anddago78](https://github.com/anddago78.png?size=30px)](https://github.com/anddago78) | External Database Source - SQLite
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[base_global_discount](base_global_discount/) | 17.0.1.0.0 | | Base Global Discount
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[base_import_match](base_import_match/) | 17.0.1.0.0 | | Try to avoid duplicates before importing
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[base_user_role](base_user_role/) | 17.0.1.1.2 | [![sebalix](https://github.com/sebalix.png?size=30px)](https://github.com/sebalix) [![jcdrubay](https://github.com/jcdrubay.png?size=30px)](https://github.com/jcdrubay) [![novawish](https://github.com/novawish.png?size=30px)](https://github.com/novawish) | User roles
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[base_user_role_company](base_user_role_company/) | 17.0.1.1.1 | | User roles by company
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[base_user_role_company](base_user_role_company/) | 17.0.1.2.0 | | User roles by company
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[base_user_role_history](base_user_role_history/) | 17.0.1.0.0 | [![ThomasBinsfeld](https://github.com/ThomasBinsfeld.png?size=30px)](https://github.com/ThomasBinsfeld) | This module allows to track the changes on users roles.
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[server_action_navigate](server_action_navigate/) | 17.0.1.0.0 | [![legalsylvain](https://github.com/legalsylvain.png?size=30px)](https://github.com/legalsylvain) [![ashishhirpara](https://github.com/ashishhirpara.png?size=30px)](https://github.com/ashishhirpara) | Navigate between any items of any Odoo Models
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‎base_import_match/README.rst

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=================
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Base Import Match
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=================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:e2cf90a886e2e861e54a6fdd338f136042bf39b0b5af8ed31ea994ac39f3cfa7
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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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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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--backend-lightgray.png?logo=github
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:target: https://github.com/OCA/server-backend/tree/17.0/base_import_match
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:alt: OCA/server-backend
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/server-backend-17-0/server-backend-17-0-base_import_match
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/server-backend&target_branch=17.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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By default, when importing data (like CSV import) with the
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``base_import`` module, Odoo follows this rule:
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- If you import the XMLID of a record, make an **update**.
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- If you do not, **create** a new record.
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This module allows you to set additional rules to match if a given
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import is an update or a new record.
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This is useful when you need to sync heterogeneous databases, and the
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field you use to match records in those databases with Odoo's is not the
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XMLID but the name, VAT, email, etc.
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After installing this module, the import logic will be changed to:
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- If you import the XMLID of a record, make an **update**.
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- If you do not:
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- If there are import match rules for the model you are importing:
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- Discard the rules that require fields you are not importing.
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- Traverse the remaining rules one by one in order to find a match
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in the database.
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- Skip the rule if it requires a special condition that is not
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satisfied.
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- If one match is found:
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- Stop traversing the rest of valid rules.
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- **Update** that record.
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- If zero or multiple matches are found:
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- Continue with the next rule.
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- If all rules are exhausted and no single match is found:
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- **Create** a new record.
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- If there are no match rules for your model:
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- **Create** a new record.
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By default 2 rules are installed for production instances:
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- One rule that will allow you to update companies based on their VAT,
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when ``is_company`` is ``True``.
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- One rule that will allow you to update users based on their login.
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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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To configure this module, you need to:
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1. Go to *Settings > Technical > Database Structure > Import Match*.
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2. *Create*.
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3. Choose a *Model*.
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4. Choose the *Fields* that conform a unique key in that model.
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5. If the rule must be used only for certain imported values, check
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*Conditional* and enter the **exact string** that is going to be
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imported in *Imported value*.
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1. Keep in mind that the match here is evaluated as a case sensitive
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**text string** always. If you enter e.g. ``True``, it will match
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that string, but will not match ``1`` or ``true``.
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6. *Save*.
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In that list view, you can sort rules by drag and drop.
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Usage
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=====
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To use this module, you need to:
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1. Follow steps in **Configuration** section above.
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2. Go to any list view.
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3. Press *Import* and follow the import procedure as usual.
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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,
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instead of falling back to creation of new record.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-backend/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/server-backend/issues/new?body=module:%20base_import_match%0Aversion:%2017.0%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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Authors
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-------
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* Tecnativa
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Contributors
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------------
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- `Tecnativa <https://www.tecnativa.com>`__:
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- Jairo Llopis
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- Vicent Cubells
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- Ernesto Tejeda
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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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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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This module is part of the `OCA/server-backend <https://github.com/OCA/server-backend/tree/17.0/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.

‎base_import_match/__init__.py

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# Copyright 2016 Grupo ESOC Ingeniería de Servicios, S.L.U. - Jairo Llopis
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# Copyright 2016 Tecnativa - Vicent Cubells
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
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from . import models

‎base_import_match/__manifest__.py

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# Copyright 2016 Grupo ESOC Ingeniería de Servicios, S.L.U. - Jairo Llopis
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# Copyright 2016 Tecnativa - Vicent Cubells
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
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{
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"name": "Base Import Match",
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"summary": "Try to avoid duplicates before importing",
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"version": "17.0.1.0.0",
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"category": "Tools",
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"website": "https://github.com/OCA/server-backend",
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"author": "Tecnativa, " "Odoo Community Association (OCA)",
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"license": "AGPL-3",
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"application": False,
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"installable": True,
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"depends": ["base_import"],
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"data": [
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"security/ir.model.access.csv",
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"data/base_import_match.xml",
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"views/base_import_match_view.xml",
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],
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"demo": ["demo/base_import_match.xml"],
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}

‎base_import_match/data/base_import_match.xml

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<?xml version="1.0" encoding="utf-8" ?>
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<!-- Copyright 2016 Grupo ESOC Ingeniería de Servicios, S.L.U. - Jairo Llopis
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Copyright 2016 Tecnativa - Vicent Cubells
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License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). -->
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<odoo noupdate="1">
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<!-- Match partners by VAT when is_company is True -->
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<record model="base_import.match" id="res_partner_vat">
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<field name="model_id" eval="ref('base.model_res_partner')" />
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<field name="sequence" type="int">10</field>
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</record>
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<record model="base_import.match.field" id="res_partner_vat_vat">
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<field name="match_id" ref="base_import_match.res_partner_vat" />
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<field name="field_id" ref="base.field_res_partner__vat" />
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</record>
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<record model="base_import.match.field" id="res_partner_vat_is_company">
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<field name="match_id" ref="base_import_match.res_partner_vat" />
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<field name="field_id" ref="base.field_res_partner__is_company" />
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<field name="conditional">True</field>
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<field name="imported_value">True</field>
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</record>
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<!-- Match users by login -->
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<record model="base_import.match" id="res_users_login">
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<field name="model_id" eval="ref('base.model_res_users')" />
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<field name="sequence" type="int">50</field>
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</record>
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<record model="base_import.match.field" id="res_users_login_login">
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<field name="match_id" ref="base_import_match.res_users_login" />
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<field name="field_id" ref="base.field_res_users__login" />
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</record>
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</odoo>

‎base_import_match/demo/base_import_match.xml

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<?xml version="1.0" encoding="utf-8" ?>
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<!-- Copyright 2016 Grupo ESOC Ingeniería de Servicios, S.L.U. - Jairo Llopis
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Copyright 2016 Tecnativa - Vicent Cubells
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License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). -->
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<odoo noupdate="1">
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<!-- Match partners by name, parent_id and is_company -->
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<record model="base_import.match" id="res_partner_parent_name_is_company">
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<field name="model_id" eval="ref('base.model_res_partner')" />
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<field name="sequence" type="int">20</field>
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</record>
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<record
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model="base_import.match.field"
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id="res_partner_parent_name_is_company_name"
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>
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<field name="match_id" ref="res_partner_parent_name_is_company" />
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<field name="field_id" ref="base.field_res_partner__name" />
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</record>
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<record
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model="base_import.match.field"
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id="res_partner_parent_name_is_company_parent"
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>
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<field name="match_id" ref="res_partner_parent_name_is_company" />
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<field name="field_id" ref="base.field_res_partner__parent_id" />
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</record>
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<record
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model="base_import.match.field"
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id="res_partner_parent_name_is_company_is_company"
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>
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<field name="match_id" ref="res_partner_parent_name_is_company" />
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<field name="field_id" ref="base.field_res_partner__is_company" />
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</record>
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<!-- Match partner by email -->
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<record model="base_import.match" id="res_partner_email">
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<field name="model_id" eval="ref('base.model_res_partner')" />
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<field name="sequence" type="int">30</field>
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</record>
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<record model="base_import.match.field" id="res_partner_email_email">
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<field name="match_id" ref="base_import_match.res_partner_email" />
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<field name="field_id" ref="base.field_res_partner__email" />
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</record>
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<!-- Match partner by name -->
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<record model="base_import.match" id="res_partner_name">
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<field name="model_id" eval="ref('base.model_res_partner')" />
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<field name="sequence" type="int">40</field>
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</record>
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<record model="base_import.match.field" id="res_partner_name_name">
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<field name="match_id" ref="base_import_match.res_partner_name" />
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<field name="field_id" ref="base.field_res_partner__name" />
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</record>
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</odoo>

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