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================== | ||
Connector Importer | ||
================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
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:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fconnector--interfaces-lightgray.png?logo=github | ||
:target: https://github.com/OCA/connector-interfaces/tree/18.0/connector_importer | ||
:alt: OCA/connector-interfaces | ||
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:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module allows to import / update records from files using the | ||
connector framework and job queue. | ||
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To run an import you need at least: | ||
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- a backend, hosts the global configuration of the import. | ||
- a recordset, hosts the configuration of the import for specific | ||
models and source | ||
- a source, provides the data to import | ||
- an import type, describes which models you want to import and how to | ||
import them | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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Import type | ||
----------- | ||
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Import types are the main configuration of the import. They describe | ||
which models you want to import and how to import them. | ||
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Exaple of configuration: | ||
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:: | ||
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<record id="import_type_product_product_all_in_one" model="import.type"> | ||
<field name="name">Import Product - all in one</field> | ||
<field name="key">product_product_all_in_one</field> | ||
<field name="options"> | ||
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- model: product.product | ||
options: | ||
importer: | ||
odoo_unique_key: barcode | ||
mapper: | ||
name: product.product.mapper | ||
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- model: res.partner | ||
options: | ||
importer: | ||
odoo_unique_key: name | ||
override_existing: false | ||
mapper: | ||
name: importer.mapper.dynamic | ||
source_key_prefix: supplier. | ||
source_key_whitelist: supplier.name | ||
default_keys: | ||
supplier_rank: 1 | ||
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- model: product.supplierinfo | ||
options: | ||
importer: | ||
odoo_unique_key: name | ||
mapper: | ||
name: product.supplierinfo.mapper | ||
source_key_prefix: supplier. | ||
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</field> | ||
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</record> | ||
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In this example we have 3 models to import one after the other using the | ||
same source file: | ||
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- product.product | ||
- res.partner | ||
- product.supplierinfo | ||
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The import will run in the order of the configuration: first | ||
product.product, then res.partner and finally product.supplierinfo. For | ||
each model we have a configuration that describes how to import the | ||
data. With the ``options`` key we can define the configuration of the | ||
import for each component: ``importer``, ``mapper``, ``record_handler``, | ||
``tracking_handler``. | ||
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The are 4 main components in the import configuration: | ||
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- importer | ||
- mapper | ||
- record_handler | ||
- tracking_handler | ||
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Each of them is responsible for a specific part of the import. | ||
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The importer | ||
------------ | ||
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``importer`` is the main component that will import the data. It will | ||
use the ``mapper`` to map the data from the source to the destination | ||
model. If no ``name`` is defined the importer will use the default | ||
importer for the model which is capable of importing any model. Most of | ||
the time you don't need a specific importer. | ||
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As the importer is the main component of the import if you want to | ||
customize it you'll have to declare it at an higher level, next to the | ||
``options`` key: | ||
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:: | ||
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- model: product.product | ||
importer: | ||
name: product.product.importer | ||
options: | ||
mapper: | ||
name: product.product.mapper | ||
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The importer accepts the following options: | ||
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- ``odoo_unique_key``: the field that will be used to find the record | ||
in Odoo. If the record is found it will be updated, otherwise it will | ||
be created. | ||
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NOTE: the value in the column declared as ``odoo_unique_key`` will | ||
be treated as xid only if the name of the column is ``ìd`` or if | ||
it starts with ``xid::``. | ||
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- ``break_on_error``: if set to True the import will stop if an error | ||
occurs. Default is False. | ||
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- ``override_existing``: if set to True the existing records will be | ||
updated. Default is True. | ||
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- ``translation_key_sep``: the separator used to split the translation | ||
key. Default is ``:``. See below for information about translation | ||
keys. | ||
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- ``translation_use_regional_lang``: if set to True the importer will | ||
use the regional language, eg: fr_CH vs fr. | ||
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- ``ctx``: a dictionary of values to inject in the context of the | ||
import. | ||
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- ``write_only``: if set to True the importer will not create new | ||
records, it will only update existing ones. Default is False. | ||
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The mapper | ||
---------- | ||
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The mapper is the component that will map the data from the source to | ||
the destination model. | ||
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The most flexible mapper is the ``importer.mapper.dynamic`` that will | ||
map the data based on the model introspection and some options that you | ||
can define. The dynamic mapper accepts the following options: | ||
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- ``name``: the name of the mapper to use. If no name is defined the | ||
default mapper for the model will be used. | ||
- ``source_key_prefix``: a prefix to add to the source key. This is | ||
useful when you want to map the same source key to different | ||
destination fields. | ||
- ``source_key_whitelist``: a list of source keys to import. If not | ||
defined all the keys will be imported. | ||
- ``source_key_blacklist``: a list of source keys to exclude from the | ||
import. | ||
- ``source_key_rename``: a dictionary of source keys to rename. The key | ||
is the source key and the value is the new key. | ||
- ``default_keys``: a dictionary of default values to set on the | ||
destination record. The key is the field name and the value is the | ||
default value. | ||
- ``translation_keys``: a list of keys that will be used to translate | ||
the data. See below for information about translation keys. | ||
- ``required_keys``: a list of keys that are required. If one of the | ||
keys is missing the record will be skipped. Please refer to the | ||
documentation of the mapper to see advanced options. | ||
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Considering the example above: | ||
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:: | ||
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- model: product.product | ||
options: | ||
mapper: | ||
name: importer.mapper.dynamic | ||
source_key_prefix: supplier. | ||
source_key_whitelist: supplier.name | ||
default_keys: | ||
supplier_rank: 1 | ||
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The mapper will: | ||
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- import only keys starting with ``supplier.`` ignoring the rest | ||
- import only the key ``supplier.name`` | ||
- set the default value of ``supplier_rank`` to 1 | ||
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The record_handler | ||
------------------ | ||
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The record handler is the component that will handle the record create | ||
or update in Odoo. This component is responsible for: | ||
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- finding the record in Odoo | ||
- creating the record if not found | ||
- updating the record if found | ||
- handling the translations | ||
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If no ``name`` is defined the importer will use the default record | ||
handler for the model which is capable of handling any model. If you | ||
want to customize the record handler you'll have to declare it at an | ||
higher level, next to the ``options`` key: | ||
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:: | ||
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- model: product.product | ||
options: | ||
record_handler: | ||
name: product.product.record_handler | ||
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To find the record in Odoo the record handler will use the | ||
``odoo_unique_key`` if defined in the importer otherwise it will | ||
fallback to the matching domain. See below. | ||
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The record handler accepts the following options: | ||
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- ``name``: the name of the record handler to use. If no name is | ||
defined the default record handler for the model will be used. | ||
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- ``match_domain``: a domain to match the record in Odoo. When no | ||
odoo_unique_key is provided by the importer you must provide a | ||
match_domain. | ||
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This key accepts a snippet returning a domain. The snippet will be | ||
evaluated in the context of the import and will receive: | ||
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- ``orig_values``: the values from the source | ||
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- ``values``: values computed by the mapper for the record | ||
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- ``env`` | ||
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- ``user`` | ||
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- ``datetime`` | ||
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- ``dateutil`` | ||
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- ``time`` | ||
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- ``ref_id``: a function to get a record ID from a reference | ||
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- ``ref``: a function to get a record from a reference | ||
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Example: | ||
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:: | ||
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match_domain: | | ||
[('name', '=', values.get('name'))] | ||
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- ``must_generate_xmlid``: if set to True the importer will generate an | ||
XML ID for the record. Default is True if the unique key is an xmlid. | ||
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- ``skip_fields_unchanged``: if set to True the importer will skip the | ||
fields that are unchanged. Default is False. | ||
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Translations | ||
------------ | ||
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The importer can translate the data using the translation keys. The | ||
translation keys are a list of keys (column) that will be handled as | ||
translatable. Whenever a key is found in the translation keys the | ||
importer will look for a column with the same name suffixed by the | ||
language code (eg: name:fr_CH). If the column is found the importer will | ||
translate the data using the language code as context. | ||
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Known issues / Roadmap | ||
====================== | ||
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- with the import of standard Odoo CSV files, a concurrency error | ||
occurs when updating the report_data of import_recordset table (from | ||
the importer: self._do_report() -> self.recordset.set_report(...)). | ||
The job is automatically retried a second time (without concurrency | ||
errors). For small files it's not a big issue, but for files with a | ||
huge amount of lines it takes time to process them two times. | ||
- move generic functions from utils.mapper_utils to the connector | ||
module | ||
- unit tests for record handler and tracker | ||
- add more test coverage for mapper utils and dynamic mapper | ||
- consider making dynamic mapper the default one | ||
- control how to generate xid (eg: from a specicic field with key | ||
must_generate_xmlid_from_key) | ||
- add manual control for backend_to_rel mappers | ||
- refactor source to be a specific m2o to ease mgmt instead of a | ||
generic relation | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/connector-interfaces/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/connector-interfaces/issues/new?body=module:%20connector_importer%0Aversion:%2018.0%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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Authors | ||
------- | ||
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* Camptocamp | ||
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Contributors | ||
------------ | ||
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Simone Orsi (Camptocamp) for the original implementation. | ||
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Other contributors include: | ||
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- Guewen Baconnier (Camptocamp) | ||
- Mykhailo Panarin (Camptocamp) | ||
- Sébastien Alix (Camptocamp) | ||
- Thien Vo (Trobz) | ||
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Other credits | ||
------------- | ||
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The migration of this module from 16.0 to 18.0 was financially supported | ||
by Camptocamp. | ||
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Maintainers | ||
----------- | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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.. |maintainer-simahawk| image:: https://github.com/simahawk.png?size=40px | ||
:target: https://github.com/simahawk | ||
:alt: simahawk | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-simahawk| | ||
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This module is part of the `OCA/connector-interfaces <https://github.com/OCA/connector-interfaces/tree/18.0/connector_importer>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import models | ||
from . import components | ||
from . import controllers |
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