[IMP] Import wizard, better explanations
bzr revid: fp@tinyerp.com-20121102103624-64vd1o41qq1tez2r
This commit is contained in:
Fabien Pinckaers
commit
d658b2a6e5
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@ -26,7 +26,7 @@ Re-implement openerp's file import system:
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'author': 'OpenERP SA',
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'depends': ['base'],
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'installable': True,
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'auto_install': True,
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'auto_install': False,
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'css': [
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'static/lib/select2/select2.css',
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'static/src/css/import.css',
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@ -316,9 +316,17 @@ class ir_import(orm.TransientModel):
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}]
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_logger.info('importing %d rows...', len(data))
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import_result = self.pool[record.res_model].load(
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cr, uid, import_fields, data, context=context)
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_logger.info('done')
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try:
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import_result = self.pool[record.res_model].load(
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cr, uid, import_fields, data, context=context)
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_logger.info('done')
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except Exception, e:
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_logger.info(e)
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return [{
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'type': 'error',
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'message': unicode('No data have been imported.'),
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'record': False,
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}]
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# If transaction aborted, RELEASE SAVEPOINT is going to raise
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# an InternalError (ROLLBACK should work, maybe). Ignore that.
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@ -0,0 +1,6 @@
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External ID,Name,Parent Category/External ID
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a1,Expenses,product.product_category_all
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a2,Other Products,product.product_category_all
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a3,Sellable Products,product.product_category_all
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a4,Tables,a1
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a5,Seating furniture,a2
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@ -0,0 +1,6 @@
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External ID,Name,Internal Reference,Category/External ID,Can be Expensed,Can be Purchased,Can be Sold,Sale Price,Cost,Supply Method,Product Type,Procurement Method
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a6,Aluminum Stool,ALS,a5,False,True,True,49.00,25.00,Buy,Stockable Product,Make to Stock
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a7,Chair,CHR,a5,False,True,True,89.00,40.00,Buy,Stockable Product,Make to Stock
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a8,Table,TBL,a4,False,True,True,169.00,100.00,Buy,Stockable Product,Make to Stock
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a9,Software Book Tutorial,SBT,a2,False,True,False,19.00,8.00,Buy,Consumable,Make to Stock
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a10,Fuel,FL,a1,True,False,False,0.30,0.25,Buy,Service,Make to Stock
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@ -0,0 +1,6 @@
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Name,Internal Reference,Can be Expensed,Can be Purchased,Can be Sold,Sale Price,Cost,Supply Method,Product Type,Procurement Method
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Aluminum Stool,ALS,False,True,True,49.00,25.00,Buy,Stockable Product,Make to Stock
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Chair,CHR,False,True,True,89.00,40.00,Buy,Stockable Product,Make to Stock
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Table,TBL,False,True,True,169.00,100.00,Buy,Stockable Product,Make to Stock
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Software Book Tutorial,SBT,False,True,False,19.00,8.00,Buy,Consumable,Make to Stock
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Fuel,FL,True,False,False,0.30,0.25,Buy,Service,Make to Stock
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@ -0,0 +1,155 @@
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--
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-- PostgreSQL database dump
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--
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SET statement_timeout = 0;
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SET client_encoding = 'UTF8';
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SET standard_conforming_strings = off;
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SET check_function_bodies = false;
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SET client_min_messages = warning;
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SET escape_string_warning = off;
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SET search_path = public, pg_catalog;
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SET default_tablespace = '';
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SET default_with_oids = false;
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--
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-- Name: companies; Type: TABLE; Schema: public; Owner: fp; Tablespace:
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--
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CREATE TABLE companies (
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id integer NOT NULL,
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company_name character varying
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);
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ALTER TABLE public.companies OWNER TO fp;
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--
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-- Name: companies_id_seq; Type: SEQUENCE; Schema: public; Owner: fp
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--
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CREATE SEQUENCE companies_id_seq
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START WITH 1
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INCREMENT BY 1
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NO MAXVALUE
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NO MINVALUE
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CACHE 1;
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ALTER TABLE public.companies_id_seq OWNER TO fp;
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--
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-- Name: companies_id_seq; Type: SEQUENCE OWNED BY; Schema: public; Owner: fp
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--
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ALTER SEQUENCE companies_id_seq OWNED BY companies.id;
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--
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-- Name: companies_id_seq; Type: SEQUENCE SET; Schema: public; Owner: fp
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--
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SELECT pg_catalog.setval('companies_id_seq', 3, true);
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--
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-- Name: persons; Type: TABLE; Schema: public; Owner: fp; Tablespace:
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--
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CREATE TABLE persons (
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id integer NOT NULL,
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company_id integer,
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person_name character varying
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);
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ALTER TABLE public.persons OWNER TO fp;
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--
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-- Name: persons_id_seq; Type: SEQUENCE; Schema: public; Owner: fp
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--
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CREATE SEQUENCE persons_id_seq
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START WITH 1
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INCREMENT BY 1
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NO MAXVALUE
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NO MINVALUE
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CACHE 1;
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ALTER TABLE public.persons_id_seq OWNER TO fp;
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--
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-- Name: persons_id_seq; Type: SEQUENCE OWNED BY; Schema: public; Owner: fp
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--
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ALTER SEQUENCE persons_id_seq OWNED BY persons.id;
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--
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-- Name: persons_id_seq; Type: SEQUENCE SET; Schema: public; Owner: fp
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--
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SELECT pg_catalog.setval('persons_id_seq', 4, true);
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--
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-- Name: id; Type: DEFAULT; Schema: public; Owner: fp
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--
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ALTER TABLE ONLY companies ALTER COLUMN id SET DEFAULT nextval('companies_id_seq'::regclass);
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--
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-- Name: id; Type: DEFAULT; Schema: public; Owner: fp
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--
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ALTER TABLE ONLY persons ALTER COLUMN id SET DEFAULT nextval('persons_id_seq'::regclass);
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--
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-- Data for Name: companies; Type: TABLE DATA; Schema: public; Owner: fp
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--
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COPY companies (id, company_name) FROM stdin;
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1 Bigees
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2 Organi
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3 Boum
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\.
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--
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-- Data for Name: persons; Type: TABLE DATA; Schema: public; Owner: fp
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--
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COPY persons (id, company_id, person_name) FROM stdin;
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1 1 Fabien
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2 1 Laurence
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3 2 Eric
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4 3 Ramsy
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\.
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--
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-- Name: companies_pkey; Type: CONSTRAINT; Schema: public; Owner: fp; Tablespace:
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--
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ALTER TABLE ONLY companies
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ADD CONSTRAINT companies_pkey PRIMARY KEY (id);
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--
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-- Name: persons_company_id_fkey; Type: FK CONSTRAINT; Schema: public; Owner: fp
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--
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ALTER TABLE ONLY persons
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ADD CONSTRAINT persons_company_id_fkey FOREIGN KEY (company_id) REFERENCES companies(id);
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--
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-- PostgreSQL database dump complete
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--
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@ -0,0 +1,6 @@
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Name,Reference,Tags,Customer,Street,City,Country
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Credit & Leasing,3,Services,True,Central Avenue 814,Johannesburg,South Africa
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Services & Finance,5,"Consultancy Services,IT Services",True,Grove Road 5,London,United Kingdom
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Hydra Supplies,6,"Manufacturer,Retailer",True,Palm Street 9,Los Angeles,United States
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Bolts & Screws,8,"Wholesaler,Components Buyer",True,Rua Américo 1000,Campinas,Brazil
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National Parts & Supplies,18,"Manufacturer,Wholesaler",True,Guangdong Way 20,Shenzen,China
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@ -0,0 +1,10 @@
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Order Date,Order Reference,Supplier,Destination,Pricelist,Order Lines / Product,Order Lines / Quantity
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2012-12-15,PO00008,ASUSTeK,Stock,Default Purchase Pricelist,ADPT,20
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,,,,,CARD,30
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,,,,,C-Case,40
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2012-12-15,PO00009,Axelor,Stock,Default Purchase Pricelist,CD,5
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,,,,,CPUa8,15
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2012-12-15,PO000010,China Export,Stock,Default Purchase Pricelist,HDD SH-1,10
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,,,,,HDD SH-2,20
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,,,,,LAP-CUS,35
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,,,,,LAP-E5,40
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@ -0,0 +1,8 @@
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Name,Address type,Street,City,Country,Tags,Supplier,Customer,Is a company,Companies that refers to partner / Parent company
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Wood y Wood Pecker,,"Snow Street, 25",Kainuu,Finland,Supplier,1,0,1,
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Roger Pecker,Default,"Snow Street, 27",Kainuu,Finland,Supplier,1,0,0,Wood y Wood Pecker
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Sharon Pecker,Delivery,"Snow Street, 28",Kainuu,Finland,Supplier,1,0,0,Wood y Wood Pecker
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Thomas Pecker,Contact,"Snow Street, 27",Kainuu,Finland,Supplier,1,0,0,Wood y Wood Pecker
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Vicking Direct,,"Atonium Street, 45a",Brussels,Belgium,Supplier,1,0,1,
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Yvan Holiday,Invoice,"Atonium Street, 45b",Brussels,Belgium,Supplier,1,0,0,Vicking Direct
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Jack Unsworth,Contact,"Atonium Street, 45a",Brussels,Belgium,Supplier,1,0,0,Vicking Direct
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@ -0,0 +1,6 @@
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"Order Reference","Supplier","Destination","Pricelist","Order Lines / Product","Order Lines / Quantity"
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"PO000020","ASUSTeK","Stock","Default Purchase Pricelist","ADPT",20
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,,,,"CARD",30
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,,,,"C-Case",40
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"PO000021","Axelor","Stock","Default Purchase Pricelist","CD",5
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,,,,"CPUa8",15
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@ -1,14 +1,17 @@
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.oe_import{
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display: inline-block;
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width: 600px;
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padding: 16px;
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}
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.oe_import > p {
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margin-left: 8px;
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margin-right: 8px;
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text-align: justify
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}
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.oe_import h2 {
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margin-top: 0;
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margin-bottom: 5px;
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}
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.oe_padding {
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padding: 13px;
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}
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/* ----------- IMPORT BOX ----------- */
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.oe_import .oe_import_box{
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@ -17,6 +20,7 @@
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background: #F0EEEE;
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border-radius: 3px;
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border: solid 1px #dddddd;
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width: 600px;
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}
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.oe_import .oe_import_toggle{
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margin-top: 8px;
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@ -2,20 +2,25 @@
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<t t-name="ImportView">
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<t t-set="_id" t-value="_.uniqueId('export')"/>
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<form action="" method="post" enctype="multipart/form-data" class="oe_import">
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<header>
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<button type="button" disabled="disabled"
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class="oe_button oe_import_button oe_import_validate oe_highlight"
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>Validate</button>
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<button type="button" disabled="disabled"
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class="oe_button oe_import_button oe_import_import"
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>Import</button>
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<span class="oe_fade">or</span>
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<a class="oe_import_cancel" href="#">Cancel</a>
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</header>
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<input type="hidden" name="session_id"
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t-att-value="widget.session.session_id"/>
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<input type="hidden" name="import_id"/>
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<h2>Upload your file</h2>
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<div class="oe_view_manager oe_view_manager_current">
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<div class="oe_view_manager_header oe_padding">
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<h2>
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Import a CSV File
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</h2>
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<input type="hidden" name="session_id"
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t-att-value="widget.session.session_id"/>
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<input type="hidden" name="import_id"/>
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<button type="button" disabled="disabled"
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class="oe_button oe_import_button oe_import_validate oe_highlight"
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>Validate</button>
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<button type="button" disabled="disabled"
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class="oe_button oe_import_button oe_import_import"
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>Import</button>
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<span class="oe_fade">or</span>
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<a class="oe_import_cancel" href="#">Cancel</a>
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</div>
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</div>
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<p>Select the <a
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href="http://en.wikipedia.org/wiki/Comma-separated_values"
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class="oe_import_csv" target="_blank">.CSV</a>
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@ -25,7 +30,7 @@
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<label t-attf-for="file_#{_id}" autofocus="autofocus">CSV File:</label>
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<input type="file" id-attf-id="file_#{_id}"
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name="file" class="oe_import_file"/>
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<button type="button" class="oe_import_file_reload">
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<button type="button" class="oe_import_file_reload" title="Reload data to check changes.">
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<img src="/web/static/src/img/icons/gtk-refresh.png"/>
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</button>
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<div class="oe_import_with_file">
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|
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@ -44,7 +49,7 @@
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</div>
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</div>
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<div class="oe_import_with_file">
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<div class="oe_import_with_file oe_padding">
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<h2>Map your data to OpenERP</h2>
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<input type="checkbox" class="oe_import_has_header"
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id="oe_import_has_header" checked="checked"/>
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|
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@ -59,6 +64,7 @@
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<table class="oe_import_grid" />
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<h2>Frequently Asked Questions</h2>
|
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|
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<dl>
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<dt><a href="#" class="oe_import_toggle">
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Need to import data from an other application?</a></dt>
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|
|
@ -78,9 +84,259 @@
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whenever possible</p>
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</dd>
|
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</dl>
|
||||
|
||||
<dl>
|
||||
<dt><a href="#" class="oe_import_toggle">
|
||||
What can I do when the Import preview table isn't
|
||||
displayed correctly?</a></dt>
|
||||
<dd>
|
||||
<p>By default the Import preview is set on commas as
|
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field separators and quotation marks as text
|
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delimiters. If your csv file does not have these
|
||||
settings, you can modify the File Format Options
|
||||
(displayed under the Browse CSV file bar after you
|
||||
select your file).</p> <p>Note that if your CSV file
|
||||
has a tabulation as separator, OpenERP will not
|
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detect the separations. You will need to change the
|
||||
file format options in your spreadsheet application.
|
||||
See the following question.</p>
|
||||
</dd>
|
||||
</dl>
|
||||
|
||||
<dl>
|
||||
<dt><a href="#" class="oe_import_toggle">
|
||||
How can I change the CSV file format options when
|
||||
saving in my spreadsheet application?</a></dt>
|
||||
<dd>
|
||||
<p>If you edit and save CSV files in speadsheet
|
||||
applications, your computer's regional settings will
|
||||
be applied for the separator and delimiter.
|
||||
We suggest you use OpenOffice or LibreOffice Calc
|
||||
as they will allow you to modify all three options
|
||||
(in 'Save As' dialog box > Check the box 'Edit filter
|
||||
settings' > Save).</p> <p>Microsoft Excel will allow
|
||||
you to modify only the encoding when saving
|
||||
(in 'Save As' dialog box > click 'Tools' dropdown
|
||||
list > Encoding tab).</p>
|
||||
</dd>
|
||||
</dl>
|
||||
|
||||
<dl>
|
||||
<dt><a href="#" class="oe_import_toggle">
|
||||
What's the difference between Database ID and
|
||||
External ID?</a></dt>
|
||||
<dd>
|
||||
<p>Some fields define a relationship with another
|
||||
object. For example, the country of a contact is a
|
||||
link to a record of the 'Country' object. When you
|
||||
want to import such fields, OpenERP will have to
|
||||
recreate links between the different records.
|
||||
To help you import such fields, OpenERP provides 3
|
||||
mechanisms. You must use one and only one mechanism
|
||||
per field you want to import.</p> <p>For example, to
|
||||
reference the country of a contact, OpenERP proposes
|
||||
you 3 different fields to import: <ul>
|
||||
<li>Country: the name or code of the country</li>
|
||||
<li>Country/Database ID: the unique OpenERP ID for a
|
||||
record, defined by the ID postgresql column</li>
|
||||
<li>Country/External ID: the ID of this record
|
||||
referenced in another application (or the .XML file
|
||||
that imported it)</li> </ul></p> <p>For the country
|
||||
Belgium, you can use one of these 3 ways to import:
|
||||
<ul> <li>Country: Belgium</li> <li>Country/Database
|
||||
ID: 21</li> <li>Country/External ID: base.be</li>
|
||||
</ul></p> <p>According to your need, you should use
|
||||
one of these 3 ways to reference records in relations.
|
||||
Here is when you should use one or the other,
|
||||
according to your need: <ul> <li>Use Country: This is
|
||||
the easiest way when your data come from CSV files
|
||||
that have been created manually.</li> <li>Use
|
||||
Country/Database ID: You should rarely use this
|
||||
notation. It's mostly used by developers as it's main
|
||||
advantage is to never have conflicts (you may have
|
||||
several records with the same name, but they always
|
||||
have a unique Database ID)</li> <li>Use
|
||||
Country/External ID: Use External ID when you import
|
||||
data from a third party application.</li> </ul></p>
|
||||
<p>When you use External IDs, you can import CSV files
|
||||
with the "External ID" column to define the External
|
||||
ID of each record you import. Then, you will be able
|
||||
to make a reference to that record with columns like
|
||||
"Field/External ID". The following two CSV files give
|
||||
you an example for Products and their Categories.</p>
|
||||
<a href="/base_import/static/csv/External_id_3rd_party_application_product_categories.csv">CSV file for categories</a><br/>
|
||||
<a href="/base_import/static/csv/External_id_3rd_party_application_products.csv">CSV file for Products</a>
|
||||
</dd>
|
||||
</dl>
|
||||
|
||||
<dl>
|
||||
<dt><a href="#" class="oe_import_toggle">
|
||||
What can I do if I have multiple matches for a field?
|
||||
</a></dt>
|
||||
<dd>
|
||||
<p>If for example you have two product categories
|
||||
with the child name "Sellable" (ie. "Misc.
|
||||
Products/Sellable" & "Other Products/Sellable"),
|
||||
your validation is halted but you may still import
|
||||
your data. However, we recommend you do not import the
|
||||
data because they will all be linked to the first
|
||||
'Sellable' category found in the Product Category list
|
||||
("Misc. Products/Sellable"). We recommend you modify
|
||||
one of the duplicates' values or your product category
|
||||
hierarchy.<br/>
|
||||
However if you do not wish to change your
|
||||
configuration of product categories, we recommend you
|
||||
use make use of the external ID for this field
|
||||
'Category'.</p>
|
||||
</dd>
|
||||
</dl>
|
||||
|
||||
<dl>
|
||||
<dt><a href="#" class="oe_import_toggle">
|
||||
How can I import a many2many relationship field
|
||||
(e.g. a customer that has multiple tags)?</a></dt>
|
||||
<dd>
|
||||
<p>The tags should be separated by a comma without any
|
||||
spacing. For example, if you want you customer to be
|
||||
lined to both tags 'Manufacturer' and 'Retailer'
|
||||
then you will encode it as follow "Manufacturer,
|
||||
Retailer" in the same column of your CSV file.</p>
|
||||
<a href="/base_import/static/csv/m2m_customers_tags.csv">
|
||||
CSV file for Manufacturer, Retailer</a><br/>
|
||||
</dd>
|
||||
</dl>
|
||||
|
||||
<dl>
|
||||
<dt><a href="#" class="oe_import_toggle">
|
||||
How can I import a one2many relationship (e.g. several
|
||||
Order Lines of a Sale Order)?</a></dt>
|
||||
<dd>
|
||||
<p>If you want to import sales order having several
|
||||
order lines; for each order line, you need to reserve
|
||||
a specific row in the CSV file. The first order line
|
||||
will be imported on the same row as the information
|
||||
relative to order. Any additional lines will need an
|
||||
addtional row that does not have any information in
|
||||
the fields relative to the order.</p>
|
||||
<p>As an example, here is
|
||||
purchase.order_functional_error_line_cant_adpat.CSV
|
||||
file of some quotations you can import, based on demo
|
||||
data.</p>
|
||||
<a href="/base_import/static/csv/purchase.order_functional_error_line_cant_adpat.csv">File for some Quotations</a>
|
||||
<p>The following CSV file shows how to import purchase
|
||||
orders with their respective purchase order lines:</p>
|
||||
<a href="/base_import/static/csv/o2m_purchase_order_lines.csv">Purchase orders with their respective purchase order lines</a>
|
||||
<p>The following CSV file shows how to import
|
||||
suppliers and their respective contacts</p>
|
||||
<a href="/base_import/static/csv/o2m_suppliers_contacts.csv">Suppliers and their respective contacts</a>
|
||||
</dd>
|
||||
</dl>
|
||||
|
||||
|
||||
<dl>
|
||||
<dt><a href="#" class="oe_import_toggle">
|
||||
Can I import several times the same record?</a></dt>
|
||||
<dd>
|
||||
<p>If you import a file that contains one of the
|
||||
column "External ID" or "Database ID", records that
|
||||
have already been imported will be modified instead of
|
||||
being created. This is very usefull as it allows you
|
||||
to import several times the same CSV file while having
|
||||
made some changes in between two imports. OpenERP will
|
||||
take care of creating or modifying each record
|
||||
depending if it's new or not.</p> <p> This feature
|
||||
allows you to use the Import/Export tool of OpenERP to
|
||||
modify a batch of records in your favorite spreadsheet
|
||||
application.</p>
|
||||
</dd>
|
||||
</dl>
|
||||
|
||||
<dl>
|
||||
<dt><a href="#" class="oe_import_toggle">
|
||||
What happens if I do not provide a value for a
|
||||
specific field?</a></dt>
|
||||
<dd>
|
||||
<p>If you do not set all fields in your CSV file,
|
||||
OpenERP will assign the default value for every non
|
||||
defined fields. But if you
|
||||
set fields with empty values in your CSV file, OpenERP
|
||||
will set the EMPTY value in the field, instead of
|
||||
assigning the default value.</p>
|
||||
</dd>
|
||||
</dl>
|
||||
|
||||
<dl>
|
||||
<dt><a href="#" class="oe_import_toggle">
|
||||
How to export/import different tables from an SQL
|
||||
application to OpenERP?</a></dt>
|
||||
<dd>
|
||||
<p>If you need to import data from different tables,
|
||||
you will have to recreate relations between records
|
||||
belonging to different tables. (e.g. if you import
|
||||
companies and persons, you will have to recreate the
|
||||
link between each person and the company they work
|
||||
for).</p> <p>To manage relations between tables,
|
||||
you can use the "External ID" facilities of OpenERP.
|
||||
The "External ID" of a record is the unique identifier
|
||||
of this record in another application. This "External
|
||||
ID" must be unique accoss all the records of all
|
||||
objects, so it's a good practice to prefix this
|
||||
"External ID" with the name of the application or
|
||||
table. (like 'company_1', 'person_1' instead of '1')
|
||||
</p> <p>As an example, suppose you have a SQL database
|
||||
with two tables you want to import: companies and
|
||||
persons. Each person belong to one company, so you
|
||||
will have to recreate the link between a person and
|
||||
the company he work for. (If you want to test this
|
||||
example, here is a <a href="/base_import/static/csv/database_import_test.sql">
|
||||
dump of such a PostgreSQL database</a>).</p>
|
||||
<p>We will first export all companies and their
|
||||
"External ID". In PSQL, write the following command:
|
||||
</p> <p>    copy
|
||||
(select 'company_'||id as "External ID",company_name
|
||||
as "Name",'True' as "Is a Company" from companies) TO
|
||||
'/tmp/company.csv' with CSV HEADER;</p>
|
||||
<p>This SQL command will create the following CSV file:
|
||||
<br/>    External ID,Name,Is a Company
|
||||
<br/>    company_1,Bigees,True
|
||||
<br/>    company_2,Organi,True
|
||||
<br/>    company_3,Boum,True</p>
|
||||
<p>To create the CSV file for persons, linked to
|
||||
companies, we will use the following SQL command in
|
||||
PSQL:</p> <p>    copy (select
|
||||
'person_'||id as "External ID",person_name as
|
||||
"Name",'False' as "Is a Company",'company_'||company_id
|
||||
as "Related Company/External ID" from persons) TO
|
||||
'/tmp/person.csv' with CSV</p>
|
||||
<p>It will produce the following CSV file:
|
||||
<br/>    External ID,Name,Is a
|
||||
Company,Related Company/External ID
|
||||
<br/>    person_1,Fabien,False,company_1
|
||||
<br/>    person_2,Laurence,False,company_1
|
||||
<br/>    person_3,Eric,False,company_2
|
||||
<br/>    person_4,Ramsy,False,company_3</p>
|
||||
<p>As you can see in this file, Fabien and Laurence
|
||||
are working for the Bigees company (company_1) and
|
||||
Eric is working for the Organi company. The relation
|
||||
between persons and companies is done using the
|
||||
External ID of the companies. We had to prefix the
|
||||
"External ID" by the name of the table to avoid a
|
||||
conflict of ID between persons and companies (person_1
|
||||
and company_1 who shared the same ID 1 in the orignial
|
||||
database).</p>
|
||||
<p>The two files produced are ready to be imported in
|
||||
OpenERP without any modifications. After having
|
||||
imported these two CSV files, you will have 4 contacts
|
||||
and 3 companies. (the firsts two contacts are linked
|
||||
to the first company). You must first import the
|
||||
companies and then the persons.</p>
|
||||
</dd>
|
||||
</dl>
|
||||
|
||||
</div>
|
||||
</form>
|
||||
</t>
|
||||
|
||||
<t t-name="ImportView.preview">
|
||||
<tr t-if="headers" class="oe_import_grid-header">
|
||||
<td t-foreach="headers" t-as="header" class="oe_import_grid-cell"
|
||||
|
|
|
|||
Loading…
Reference in New Issue