[18.0][ADD] base_import_match: New module to updating existing records by …

base_import_match/README.rst

@@ -0,0 +1,140 @@
+======================
+Import Match by Fields
+======================
+
+..
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:1aa689e0bf3e1bd6437f5b19cc2e0eb4b9a4d76fcfd4c0f7f71e65fa385c1c08
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge_devstat| image:: https://img.shields.io/badge/maturity-beta-brightgreen.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+
+.. |badge_license| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+    :alt: AGPL-3
+
+|badge_devstat| |badge_license|
+
+This module extends Odoo's standard import wizard to allow identifying
+and updating existing records by any combination of stored field values,
+without requiring the External ID (``id``) column that changes across
+databases.
+
+Problem
+-------
+
+In a standard Odoo import, updating an existing record requires
+including its **External ID** (``id``) or its **Database ID** (``.id``).
+Both values change between instances (production, staging, development,
+…), making it hard to prepare reusable import files.
+
+Solution
+--------
+
+Configure one or more *match configurations* that tell the module which
+field(s) to use as a lookup key. At import time the module searches the
+database using those fields; if a single matching record is found it is
+updated, otherwise a new record is created.
+
+Multiple fields can be combined with AND semantics. Many2one fields are
+resolved automatically by display name.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+1. Go to **Settings → Import → Import Match Configurations**.
+
+2. Create a new configuration:
+
+   - **Name** – a free label (e.g.
+     ``E-commerce categories by name + seo_name``).
+   - **Model** – the Odoo model to target (e.g.
+     ``product.public.category``).
+   - **Match Fields** – one or more stored fields to match on (e.g.
+     ``name`` and ``seo_name``).
+
+3. Save the configuration.
+
+Multiple configurations can exist for the same model. The **Priority**
+(sequence) field controls which is tried first; the first one that
+returns a unique match is applied.
+
+Usage
+=====
+
+Prepare your CSV or XLSX file using only business columns — no External
+ID column required.
+
+**Example** — update e-commerce category descriptions matching by name
+**and** seo_name:
+
+.. code:: text
+
+   name,seo_name,description
+   Smartphones,Electronics,All our smartphone models
+   Laptops,Electronics,Premium laptop range
+
+When importing into ``product.public.category``:
+
+- **Unique match** (``name`` + ``seo_name`` → one record found): the
+  existing record is updated.
+- **No match**: a new record is created.
+- **Multiple matches**: the row is skipped and a warning is written to
+  the server log to avoid ambiguous writes.
+
+..
+
+   **Note:** If your file already contains an ``id`` or ``.id`` column,
+   this module deactivates itself for that import and Odoo's standard
+   behaviour applies.
+
+Many2one resolution
+~~~~~~~~~~~~~~~~~~~
+
+For many2one fields (e.g. ``website_id``), the raw string value from the
+import file is resolved to a database ID via an exact ``name_search``.
+If zero or more than one related record matches the display name, the
+row is treated as a new record (no update is performed) and a message is
+written to the log.
+
+Credits
+=======
+
+Authors
+-------
+
+* Tecnativa
+
+Contributors
+------------
+
+- `Tecnativa <https://www.tecnativa.com>`__:
+
+  - Carlos Dauden
+
+Maintainers
+-----------
+
+This module is maintained by Tecnativa.
+
+Contact the maintainer through their official support channels in case you find
+any issues with this module.
+
+
+
+.. |maintainer-carlosdauden| image:: https://github.com/carlosdauden.png?size=40px
+    :target: https://github.com/carlosdauden
+    :alt: carlosdauden
+
+Current maintainer:
+
+|maintainer-carlosdauden|

base_import_match/__init__.py

@@ -0,0 +1,4 @@
+# Copyright 2026 Tecnativa - Carlos Dauden
+# License AGPL-3.0-or-later (https://www.gnu.org/licenses/agpl).
+from . import models
+from . import wizards

base_import_match/__manifest__.py

@@ -0,0 +1,22 @@
+# Copyright 2026 Tecnativa - Carlos Dauden
+# License AGPL-3.0-or-later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Import Match by Fields",
+    "summary": (
+        "Update existing records on import by matching any stored field(s), "
+        "without requiring the External ID."
+    ),
+    "version": "18.0.1.0.0",
+    "category": "Tools",
+    "website": "https://github.com/OCA/server-tools",
+    "author": "Tecnativa, Odoo Community Association (OCA)",
+    "maintainers": ["carlosdauden"],
+    "license": "AGPL-3",
+    "depends": ["base_import"],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/base_import_match_views.xml",
+        "views/menu.xml",
+    ],
+    "installable": True,
+}

base_import_match/i18n/base_import_match.pot

@@ -0,0 +1,213 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* base_import_match
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 18.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2026-04-23 12:17+0000\n"
+"PO-Revision-Date: 2026-04-23 12:17+0000\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: base_import_match
+#: model_terms:ir.actions.act_window,help:base_import_match.action_base_import_match
+msgid ""
+"<strong>Example:</strong> to update e-commerce category\n"
+"                descriptions, create a configuration for\n"
+"                <em>product.public.category</em> using fields\n"
+"                <em>name</em> and <em>seo_name</em>."
+msgstr ""
+
+#. module: base_import_match
+#: model_terms:ir.ui.view,arch_db:base_import_match.view_base_import_match_form
+msgid "<strong>How it works</strong>"
+msgstr ""
+
+#. module: base_import_match
+#: model_terms:ir.ui.view,arch_db:base_import_match.view_base_import_match_form
+msgid ""
+"<strong>Multiple matches</strong> — the row is\n"
+"                                skipped and a warning is written to the server\n"
+"                                log to avoid ambiguous updates."
+msgstr ""
+
+#. module: base_import_match
+#: model_terms:ir.ui.view,arch_db:base_import_match.view_base_import_match_form
+msgid ""
+"<strong>No match</strong> — a new record is\n"
+"                                created."
+msgstr ""
+
+#. module: base_import_match
+#: model_terms:ir.ui.view,arch_db:base_import_match.view_base_import_match_form
+msgid ""
+"<strong>Unique match</strong> — the existing\n"
+"                                record is updated with the imported values."
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__active
+msgid "Active"
+msgstr ""
+
+#. module: base_import_match
+#: model_terms:ir.ui.view,arch_db:base_import_match.view_base_import_match_form
+msgid ""
+"All selected fields must match simultaneously\n"
+"                                (AND). For <em>many2one</em> fields, the\n"
+"                                related record is resolved by its display\n"
+"                                name."
+msgstr ""
+
+#. module: base_import_match
+#: model_terms:ir.ui.view,arch_db:base_import_match.view_base_import_match_form
+msgid "Archived"
+msgstr ""
+
+#. module: base_import_match
+#. odoo-python
+#: code:addons/base_import_match/models/base_import_match.py:0
+msgid "At least one match field must be selected in configuration '%(name)s'."
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model,name:base_import_match.model_base_import_import
+msgid "Base Import"
+msgstr ""
+
+#. module: base_import_match
+#: model_terms:ir.actions.act_window,help:base_import_match.action_base_import_match
+msgid ""
+"Configure which fields to use to identify existing records\n"
+"                during import, instead of relying on the External ID."
+msgstr ""
+
+#. module: base_import_match
+#: model_terms:ir.actions.act_window,help:base_import_match.action_base_import_match
+msgid "Create a new import match configuration"
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__create_uid
+msgid "Created by"
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__create_date
+msgid "Created on"
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__display_name
+msgid "Display Name"
+msgstr ""
+
+#. module: base_import_match
+#: model_terms:ir.ui.view,arch_db:base_import_match.view_base_import_match_form
+msgid ""
+"Do <em>not</em> include an\n"
+"                            <code>id</code> (External ID) or\n"
+"                            <code>.id</code> (Database ID) column in your\n"
+"                            import file; the module resolves those\n"
+"                            automatically."
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,help:base_import_match.field_base_import_match__sequence
+msgid ""
+"Evaluation order when several configurations exist for the same model. The "
+"first one that returns a unique record is applied."
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,help:base_import_match.field_base_import_match__field_ids
+msgid ""
+"Fields used to look up existing records. All selected fields must match "
+"simultaneously (AND). For many2one fields the related record is resolved by "
+"display name."
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,help:base_import_match.field_base_import_match__name
+msgid "Human-readable label for this match configuration."
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__id
+msgid "ID"
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.ui.menu,name:base_import_match.menu_base_import_match_root
+msgid "Import"
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model,name:base_import_match.model_base_import_match
+#: model_terms:ir.ui.view,arch_db:base_import_match.view_base_import_match_form
+msgid "Import Match Configuration"
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.actions.act_window,name:base_import_match.action_base_import_match
+#: model:ir.ui.menu,name:base_import_match.menu_base_import_match
+#: model_terms:ir.ui.view,arch_db:base_import_match.view_base_import_match_list
+msgid "Import Match Configurations"
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__write_uid
+msgid "Last Updated by"
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__write_date
+msgid "Last Updated on"
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__field_ids
+#: model_terms:ir.ui.view,arch_db:base_import_match.view_base_import_match_form
+msgid "Match Fields"
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__model_id
+msgid "Model"
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__name
+msgid "Name"
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,help:base_import_match.field_base_import_match__model_id
+msgid "Odoo model to which this configuration applies."
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__sequence
+msgid "Priority"
+msgstr ""
+
+#. module: base_import_match
+#: model_terms:ir.ui.view,arch_db:base_import_match.view_base_import_match_form
+msgid "Settings"
+msgstr ""
+
+#. module: base_import_match
+#: model:ir.model.fields,field_description:base_import_match.field_base_import_match__model_name
+msgid "Technical Model Name"
+msgstr ""
+
+#. module: base_import_match
+#: model_terms:ir.ui.view,arch_db:base_import_match.view_base_import_match_form
+msgid "e.g. E-commerce categories by name + seo_name"
+msgstr ""

base_import_match/models/__init__.py

@@ -0,0 +1,3 @@
+# Copyright 2026 Tecnativa - Carlos Dauden
+# License AGPL-3.0-or-later (https://www.gnu.org/licenses/agpl).
+from . import base_import_match