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[Bug 693308] Re: Import / Export to review in Trunk

 

** Attachment added: "Import/Export Mockup"
   https://bugs.launchpad.net/bugs/693308/+attachment/1773378/+files/import_export.pdf

** Changed in: openobject-client-web
   Importance: Undecided => Medium

** Description changed:

  Hello,
  
- The import/export tool must be reviewed completly in trunk in order to be
- easier to use. The main change is the "import compatible" option that allows
- to export any kind of data (including one2many, many2one, etc) and reimport
- the file after to update or create new data. The v5 behaviour was unuseable at
- all.
+ The import/export tool must be reviewed completly in trunk in order to
+ be easier to use. The main change is the "import compatible" option that
+ allows to export any kind of data (including one2many, many2one, etc)
+ and reimport the file after to update or create new data. The v5
+ behaviour was unuseable at all.
  
- I already commited the changes in the server and GTK client to support this.
- Only the web client is remaining.
+ I already commited the changes in the server and GTK client to support
+ this. Only the web client is remaining.
  
- Have a look at the attached PDF file for the useability of the two screens to
- review.
+ Have a look at the attached PDF file for the useability of the two
+ screens to review.
  
  Import Tool
  -----------
  
- The import tool must be simplified. We don't need to select the fields anymore,
- it will automatically take the columns defined by the first row of the .CSV
- file.
+ The import tool must be simplified. We don't need to select the fields
+ anymore, it will automatically take the columns defined by the first row
+ of the .CSV file.
  
- When you select a file, the web client should make a preview of the first three
- rows. You can change the CSV options "field separator, field delimitor, encoding".
- Just display the columns as it, without any interpretation. (if they are ID or
- XML ID, just display the IDs).
- 
+ When you select a file, the web client should make a preview of the
+ first three rows. You can change the CSV options "field separator, field
+ delimitor, encoding". Just display the columns as it, without any
+ interpretation. (if they are ID or XML ID, just display the IDs).
  
  Export Tool
  -----------
  
- There is a real difference between the normal mode and the "Import Compatible"
- mode.
+ There is a real difference between the normal mode and the "Import
+ Compatible" mode.
  
  If you set the import compatible mode:
  1. For every field:
-   - many2one: just display two children: id and .id
-   - many2many: just display this field without children
-   - one2many: normal behaviour
- 2. When you export, put the name of the fields in the first columns, and not
-    their label. (example: partner_id/id)
+   - many2one: just display two children: id and .id
+   - many2many: just display this field without children
+   - one2many: normal behaviour
+ 2. When you export, put the name of the fields in the first columns, and not their label. (example: partner_id/id)
  
  If you don't set the import compatible mode. For every:
  1. For every field:
-   - many2one: you can see all children
-   - many2many: you can see all children
-   - one2many: you can see all children
- 2. When you export, put the label of the fields in the first columns, and not
-    their name. (example: Partner/ID)
+   - many2one: you can see all children
+   - many2many: you can see all children
+   - one2many: you can see all children
+ 2. When you export, put the label of the fields in the first columns, and not their name. (example: Partner/ID)
  
+ I changed the format of the csv file. Instead of "db_id", I used ".id".
+ An example of "import compatible" file exported from partners:
  
- I changed the format of the csv file. Instead of "db_id", I used ".id". An
- example of "import compatible" file exported from partners:
+   id,.id,name,address.id,address/id,address/name
+   base.res_partner_agrolait,3,Agrolait,11,base.res_partner_address_8delivery,Paul
  
-   id,.id,name,address.id,address/id,address/name
-   base.res_partner_agrolait,3,Agrolait,11,base.res_partner_address_8delivery,Paul
- 
- This has to be done in trunk, before v6.0. I think it's critical for OpenERP
- Online users.
+ This has to be done in trunk, before v6.0. I think it's critical for
+ OpenERP Online users.

** Description changed:

  Hello,
  
  The import/export tool must be reviewed completly in trunk in order to
  be easier to use. The main change is the "import compatible" option that
  allows to export any kind of data (including one2many, many2one, etc)
  and reimport the file after to update or create new data. The v5
  behaviour was unuseable at all.
  
  I already commited the changes in the server and GTK client to support
  this. Only the web client is remaining.
  
  Have a look at the attached PDF file for the useability of the two
  screens to review.
  
  Import Tool
  -----------
  
  The import tool must be simplified. We don't need to select the fields
  anymore, it will automatically take the columns defined by the first row
  of the .CSV file.
  
  When you select a file, the web client should make a preview of the
  first three rows. You can change the CSV options "field separator, field
  delimitor, encoding". Just display the columns as it, without any
  interpretation. (if they are ID or XML ID, just display the IDs).
  
  Export Tool
  -----------
  
  There is a real difference between the normal mode and the "Import
  Compatible" mode.
  
  If you set the import compatible mode:
  1. For every field:
    - many2one: just display two children: id and .id
    - many2many: just display this field without children
    - one2many: normal behaviour
  2. When you export, put the name of the fields in the first columns, and not their label. (example: partner_id/id)
  
  If you don't set the import compatible mode. For every:
  1. For every field:
    - many2one: you can see all children
    - many2many: you can see all children
    - one2many: you can see all children
  2. When you export, put the label of the fields in the first columns, and not their name. (example: Partner/ID)
  
  I changed the format of the csv file. Instead of "db_id", I used ".id".
  An example of "import compatible" file exported from partners:
  
    id,.id,name,address.id,address/id,address/name
    base.res_partner_agrolait,3,Agrolait,11,base.res_partner_address_8delivery,Paul
  
  This has to be done in trunk, before v6.0. I think it's critical for
  OpenERP Online users.
+ 
+ Test with the GTK client to be sure the behaviour is the same in the web
+ and GTK client.

-- 
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OERPScenario, which is subscribed to the OpenERP Project Group.
https://bugs.launchpad.net/bugs/693308

Title:
  Import / Export to review in Trunk

Status in OpenObject Web Client:
  Confirmed

Bug description:
  Hello,

The import/export tool must be reviewed completly in trunk in order to be easier to use. The main change is the "import compatible" option that allows to export any kind of data (including one2many, many2one, etc) and reimport the file after to update or create new data. The v5 behaviour was unuseable at all.

I already commited the changes in the server and GTK client to support this. Only the web client is remaining.

Have a look at the attached PDF file for the useability of the two screens to review.

Import Tool
-----------

The import tool must be simplified. We don't need to select the fields anymore, it will automatically take the columns defined by the first row of the .CSV file.

When you select a file, the web client should make a preview of the first three rows. You can change the CSV options "field separator, field delimitor, encoding". Just display the columns as it, without any interpretation. (if they are ID or XML ID, just display the IDs).

Export Tool
-----------

There is a real difference between the normal mode and the "Import Compatible" mode.

If you set the import compatible mode:
1. For every field:
  - many2one: just display two children: id and .id
  - many2many: just display this field without children
  - one2many: normal behaviour
2. When you export, put the name of the fields in the first columns, and not their label. (example: partner_id/id)

If you don't set the import compatible mode. For every:
1. For every field:
  - many2one: you can see all children
  - many2many: you can see all children
  - one2many: you can see all children
2. When you export, put the label of the fields in the first columns, and not their name. (example: Partner/ID)

I changed the format of the csv file. Instead of "db_id", I used ".id". An example of "import compatible" file exported from partners:

  id,.id,name,address.id,address/id,address/name
  base.res_partner_agrolait,3,Agrolait,11,base.res_partner_address_8delivery,Paul

This has to be done in trunk, before v6.0. I think it's critical for OpenERP Online users.

Test with the GTK client to be sure the behaviour is the same in the web and GTK client.






References