9.0 mig base import match

base_import_match/README.rst

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+.. 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
+=================
+
+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.
+
+Configuration
+=============
+
+To configure this module, you need to:
+
+#. Go to *Settings > Technical > Database Structure > Import Match*.
+#. *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.
+
+Usage
+=====
+
+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.
+
+.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+   :alt: Try me on Runbot
+   :target: https://runbot.odoo-community.org/runbot/149/8.0
+
+Known Issues / Roadmap
+======================
+
+* Add a setting to throw an error when multiple matches are found, instead of
+  falling back to creation of new record.
+
+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
+<https://github.com/OCA/
+server-tools/issues/new?body=module:%20
+base_import_match%0Aversion:%20
+8.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Credits
+=======
+
+Contributors
+------------
+
+* Jairo Llopis <yajo.sk8@gmail.com>
+
+Maintainer
+----------
+
+.. 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.

base_import_match/__init__.py

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+# -*- coding: utf-8 -*-
+# © 2016 Grupo ESOC Ingeniería de Servicios, S.L.U. - Jairo Llopis
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from . import models

base_import_match/__openerp__.py

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+# -*- coding: utf-8 -*-
+# © 2016 Grupo ESOC Ingeniería de Servicios, S.L.U. - Jairo Llopis
+# 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": "9.0.1.0.0",
+    "category": "Tools",
+    "website": "https://grupoesoc.es",
+    "author": "Grupo ESOC Ingeniería de Servicios, "
+              "Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "depends": [
+        "base_import",
+    ],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/base_import_match_view.xml",
+        "data/base_import_match.yml",
+    ],
+    "demo": [
+        "demo/base_import_match.yml",
+    ],
+    "application": False,
+    "installable": True,
+}

base_import_match/data/base_import_match.yml

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+# -*- coding: utf-8 -*-
+# © 2016 Grupo ESOC Ingeniería de Servicios, S.L.U. - Jairo Llopis
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+- !context {noupdate: True}
+
+# Match partners by VAT when is_company is True
+- !record {id: res_partner_vat, model: base_import.match}:
+    model_id: base.model_res_partner
+    sequence: 10
+
+- !record {id: res_partner_vat_vat, model: base_import.match.field}:
+    match_id: res_partner_vat
+    field_id: base.field_res_partner_vat
+
+- !record {id: res_partner_vat_is_company, model: base_import.match.field}:
+    match_id: res_partner_vat
+    field_id: base.field_res_partner_is_company
+    conditional: True
+    imported_value: "True"
+
+# Match users by login
+- !record {id: res_users_login, model: base_import.match}:
+    model_id: base.model_res_users
+    sequence: 50
+
+- !record {id: res_users_login_login, model: base_import.match.field}:
+    match_id: res_users_login
+    field_id: base.field_res_users_login

base_import_match/demo/base_import_match.yml

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+# -*- coding: utf-8 -*-
+# © 2016 Grupo ESOC Ingeniería de Servicios, S.L.U. - Jairo Llopis
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+- !context {noupdate: True}
+
+# Match partners by name, parent_id and is_company
+- !record {id: res_partner_parent_name_is_company, model: base_import.match}:
+    model_id: base.model_res_partner
+    sequence: 20
+
+- !record {id: res_partner_parent_name_is_company_name, model: base_import.match.field}:
+    match_id: res_partner_parent_name_is_company
+    field_id: base.field_res_partner_name
+
+- !record {id: res_partner_parent_name_is_company_parent, model: base_import.match.field}:
+    match_id: res_partner_parent_name_is_company
+    field_id: base.field_res_partner_parent_id
+
+- !record {id: res_partner_parent_name_is_company_is_company, model: base_import.match.field}:
+    match_id: res_partner_parent_name_is_company
+    field_id: base.field_res_partner_is_company
+
+# Match partner by email
+- !record {id: res_partner_email, model: base_import.match}:
+    model_id: base.model_res_partner
+    sequence: 30
+
+- !record {id: res_partner_email_email, model: base_import.match.field}:
+    match_id: res_partner_email
+    field_id: base.field_res_partner_email
+
+# Match partner by name
+- !record {id: res_partner_name, model: base_import.match}:
+    model_id: base.model_res_partner
+    sequence: 40
+
+- !record {id: res_partner_name_name, model: base_import.match.field}:
+    match_id: res_partner_name
+    field_id: base.field_res_partner_name

base_import_match/i18n/am.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# * base_import_match
+# 
+# Translators:
+msgid ""
+msgstr ""
+"Project-Id-Version: server-tools (8.0)\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2016-09-16 09:29+0000\n"
+"PO-Revision-Date: 2016-05-27 15:24+0000\n"
+"Last-Translator: <>\n"
+"Language-Team: Amharic (http://www.transifex.com/oca/OCA-server-tools-8-0/language/am/)\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Language: am\n"
+"Plural-Forms: nplurals=2; plural=(n > 1);\n"
+
+#. module: base_import_match
+#: field:base_import.match.field,conditional:0
+msgid "Conditional"
+msgstr ""
+
+#. module: base_import_match
+#: field:base_import.match,create_uid:0
+#: field:base_import.match.field,create_uid:0
+msgid "Created by"
+msgstr "Creado por"
+
+#. module: base_import_match
+#: field:base_import.match,create_date:0
+#: field:base_import.match.field,create_date:0
+msgid "Created on"
+msgstr "Creado en"
+
+#. module: base_import_match
+#: model:ir.model,name:base_import_match.model_base_import_match
+msgid "Deduplicate settings prior to CSV imports."
+msgstr ""
+
+#. module: base_import_match
+#: field:base_import.match,display_name:0
+#: field:base_import.match.field,display_name:0
+msgid "Display Name"
+msgstr ""
+
+#. module: base_import_match
+#: help:base_import.match.field,conditional:0
+msgid "Enable if you want to use this field only in some conditions."
+msgstr ""
+
+#. module: base_import_match
+#: field:base_import.match.field,field_id:0
+msgid "Field"
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model,name:base_import_match.model_base_import_match_field
+msgid "Field import match definition"
+msgstr ""
+
+#. module: base_import_match
+#: help:base_import.match.field,field_id:0
+msgid "Field that will be part of an unique key."
+msgstr ""
+
+#. module: base_import_match
+#: field:base_import.match,field_ids:0
+msgid "Fields"
+msgstr ""
+
+#. module: base_import_match
+#: help:base_import.match,field_ids:0
+msgid "Fields that will define an unique key."
+msgstr ""
+
+#. module: base_import_match
+#: view:base_import.match:base_import_match.match_search_view
+msgid "Group By"
+msgstr ""
+
+#. module: base_import_match
+#: field:base_import.match,id:0 field:base_import.match.field,id:0
+msgid "ID"
+msgstr "ID"
+
+#. module: base_import_match
+#: help:base_import.match.field,imported_value:0
+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
+#: view:base_import.match:base_import_match.match_form_view
+#: view:base_import.match:base_import_match.match_search_view
+#: view:base_import.match:base_import_match.match_tree_view
+#: model:ir.actions.act_window,name:base_import_match.match_action
+#: model:ir.ui.menu,name:base_import_match.match_menu
+msgid "Import Match"
+msgstr ""
+
+#. module: base_import_match
+#: field:base_import.match.field,imported_value:0
+msgid "Imported value"
+msgstr ""
+
+#. module: base_import_match
+#: help:base_import.match,model_id:0 help:base_import.match.field,model_id:0
+msgid "In this model you will apply the match."
+msgstr ""
+
+#. module: base_import_match
+#: field:base_import.match,__last_update:0
+#: field:base_import.match.field,__last_update:0
+msgid "Last Modified on"
+msgstr ""
+
+#. module: base_import_match
+#: field:base_import.match,write_uid:0
+#: field:base_import.match.field,write_uid:0
+msgid "Last Updated by"
+msgstr "Última actualización por"
+
+#. module: base_import_match
+#: field:base_import.match,write_date:0
+#: field:base_import.match.field,write_date:0
+msgid "Last Updated on"
+msgstr "Última actualización en"
+
+#. module: base_import_match
+#: field:base_import.match.field,match_id:0
+msgid "Match"
+msgstr ""
+
+#. module: base_import_match
+#: view:base_import.match:base_import_match.match_search_view
+#: field:base_import.match,model_id:0 field:base_import.match,model_name:0
+#: field:base_import.match.field,model_id:0
+msgid "Model"
+msgstr ""
+
+#. module: base_import_match
+#: field:base_import.match,name:0 field:base_import.match.field,name:0
+msgid "Name"
+msgstr ""
+
+#. module: base_import_match
+#: field:base_import.match,sequence:0
+msgid "Sequence"
+msgstr ""