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[IMP][18.0] partner_import_helper: xlsx template, wizard, multi-company and tags #16
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metaminux
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Globally, I think the code is running without error
I really think the use of ChatGPT should be an option.
We need to make a choice here...
Mine would be to add a selection field on the wizard to use it or not (and in the future use other engines)
I also think providing the XLSX file as a template should be accessible from the UI.
Hosting the file in the "static" directory and making a button that returns an "ir.actions.act_url" should do that...
partner_import_helper/tests/.~lock.res_partner_import_test.xlsx#
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Co-authored-by: Guillaume Masson <[email protected]>
Co-authored-by: Guillaume Masson <[email protected]>
Co-authored-by: Guillaume Masson <[email protected]>
Removed external dependencies section from manifest.
Co-authored-by: Guillaume Masson <[email protected]>
- anonymize data of test & template
- put aiengine as an option (selection field)
add button to download the template from the UI
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Hello @metaminux, thank you for your review |
Hello,
UPDATE 2025-12-11: also add improvements on
product_import_helperand move shared methods tobase_import_helperIn short: this PR adds an XLSX template in
partner_import_helperandproduct_import_helperthat is ready to use from a wizard accessible in Settings/Technical menu.The methods that read the template and load its data are designed to be inheritable.
The XLSX template itself is designed to be self-supportive, with a Tutorial sheet (ignored during import) for integrators and possibly customers.
In
base_import_helper:[partner|product]_import_helper, which use avals_listvar corresponding to the Excel sheetsIn
partner_import_helper:datafile with 3 sheets:typefreely. It can also add non-company related contacts (1st level)company_reffield invals) and tags (fakecategoriesfield)In
product_import_helper:supplier_codemagic field, keeping support ofsupplier_idproducts. It has a 2nd sheets (+Tutorial) which is not interpreted, thesupplierinfo, which only is the template to use to import them from the menu "Purchase > Configuration > Vendor price list"