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

 

On Wednesday 22 December 2010, you wrote:
> Guys,
> 
> I add that if you could make the 'module' (the referential actually)
> acceptable in the import context or specifiable in a field somewhere that
> would be very good, it would make it very integrated with the
> base_external_referentials module: ...

I would vote for this idea, to have an overal review of impor/export 
methodologies[1] for OpenERP, after v6.0 [2].
Remember the Gnucash module? that was my early take on the subject, a few 
years ago. Then, I realized that the mechanism should be central to OpenERP, 
just like the base_external_referentials now.


[1] not rewrite them, but evaluate the ones we have and perhaps enhance.
[2] hopefully, v6.1 will be a smooth continuation of v6.0, meaning that those 
early adopters of 6.0 will be able to use v6.1 features once they are 
implemented, without further migration pain.

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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