[Vtigercrm-developers] Import Step3 not showing in several modules

mathdesc mathdesc at yahoo.fr
Thu Dec 4 19:47:49 GMT 2014


Hi,

Indeed...  true core features that really empowers the user usually
makes developers busier.
But I find that this is good business.
Actually I can not stand that a software such as Vtiger at v6 with so
many cool features
still not come out with a decent export/import process for those core
modules.

I don't know if I would manage to make this work, but that definitely
worth me trying and
I welcome any advice in that way.

Though for this not to be pointless :
If I reach a stable realisation, would I be able to commit this to you
in order to
find it a future releases ? Do I have to file an enhancement ticket
somewhere ?

Please could you point me out some relevant dev-docs notably on the
import module ?

Thanks,
 
mathdesc


Le 24/11/2014 10:31, Uma S a écrit :
> Hi,
>
> Sorry for delay in getting back.
>
> We are not supporting step3 for inventory modules. As there is lot of
> things that need to handled during merge of inventory records. Like..
> Calculations of product related tax, total, discounts and other
> configuration.
>
> So, import step3 option is limited to few modules.
>
> On Fri, Nov 21, 2014 at 3:01 PM, mathdesc <mathdesc at yahoo.fr
> <mailto:mathdesc at yahoo.fr>> wrote:
>
>     Hi Uma, devlist,
>
>     Did you get the time to dig into it ?
>
>     For I know, it looks like that Step 3 RECORD_DUPLICATE_HANDLING
>     is force-disabled for "inventory modules" as commented in the code
>     which
>     refers to Quotes, Invoices, SalesOrders and PurchaseOrder.
>
>     I tested force-enabling and bring up the step3 box and record
>     definition
>     but import fails at some point.
>
>     Please let me know if you want me to describe the testing
>     procedure for
>     you to reproduce.
>
>     Mathieu
>
>     Le 05/11/2014 18:45, mathdesc a écrit :
>>     Thanks Uma, I was sure it was a misunderstanding :)
>>
>>     Since 5.04 the Import module has been greatly reworked and
>>     upgraded but
>>     it looks like no Step 3  "criteria settings for record handling"
>>     has ever been enabled
>>     for Quotes, Invoices, SalesOrders.
>>
>>     For anyone whom might step across the same issue, here is the
>>     recap / scope :
>>     http://lists.vtigercrm.com/pipermail/vtigercrm-developers/2014-June/027207.html
>>     http://lists.vtigercrm.com/pipermail/vtigercrm-developers/2014-June/027266.html
>>     http://lists.vtigercrm.com/pipermail/vtigercrm-developers/2014-July/027361.html
>>     http://lists.vtigercrm.com/pipermail/vtigercrm-developers/2014-July/027361.html
>>
>>     BR,
>>
>>     mathdesc
>>
>>     Le 05/11/2014 17:04, Uma S a écrit :
>>>     Ok, Sorry! I noticed it now, There is no block with step3. Will
>>>     dig into this and get back soon.
>>>
>>>     I apologize for my previous confirmation, I might have confused
>>>     somewhere.
>>>
>>>     On Wed, Nov 5, 2014 at 7:35 PM, mathdesc <mathdesc at yahoo.fr
>>>     <mailto:mathdesc at yahoo.fr>> wrote:
>>>
>>>         Hi,
>>>
>>>         Following the advice, I've installed a fresh 6.1 official
>>>         source from :
>>>         https://www.vtiger.com/open-source-downloads/
>>>         and from
>>>         http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/6.1.0/
>>>
>>>         Yet still nothing changed : no step 3 in import process for
>>>         Quotes, Invoices, SalesOrders... only step 1 and 2
>>>         are available for those modules (official and svn) :/
>>>
>>>         Uma when you say that on 6.1 you checked the issue and
>>>         confirmed it worked, did you actually
>>>         go in the invoice, clicked import and are able to see the
>>>         step3 box with the checkbox being tickeable ?
>>>
>>>
>>>
>>>
>>>         BR,
>>>         mathdesc
>>>
>>>
>>>         Le 27/08/2014 10:09, mathdesc a écrit :
>>>>         Hi,
>>>>
>>>>         It is a fresh  6.0 installed there, release version.
>>>>         In this version, Import step 3 is broken at least for
>>>>         Quotes, Invoices, SalesOrders as much I can tell
>>>>         and working for Leads, Contacts, Organizations, Opportunities.
>>>>
>>>>         Gosh, it only take two months to confirm that's actually a
>>>>         regression !
>>>>         Self-reply on my 20/06 mail for the registry:
>>>>          
>>>>          
>>>>         Le 20/06/2014 09:28, mat a écrit :
>>>>>         [...] Just to confirm/go further : 
>>>>>         - is it  actually supported to handle duplicate records for those
>>>>>         modules ?
>>>>         Yes it should but it is broken on 6.0.
>>>>>         - if not, is it a planned feature or even already assigned ? [...]
>>>>         It should be fixed on 6.1 which is not yet production ready :/
>>>>
>>>>
>>>>
>>>>
>>>>
>>>>         Le 20/08/2014 13:11, Uma S a écrit :
>>>>>         Hi,
>>>>>
>>>>>         I have checked your issue against 6.1.0
>>>>>         (http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/6.1.0/).
>>>>>         Which works fine here. Could you please mention me which
>>>>>         version of vtiger you are using. And for which and all
>>>>>         modules it breaks.
>>>>>
>>>>>
>>>>>         On Wed, Aug 20, 2014 at 1:42 PM, mathdesc
>>>>>         <mathdesc at yahoo.fr <mailto:mathdesc at yahoo.fr>> wrote:
>>>>>
>>>>>             Hello Uma,
>>>>>
>>>>>             I apologize for bumping the topic again but I didn't
>>>>>             got your reply.
>>>>>             Maybe this lacking feature is enabled on commercial
>>>>>             release ?
>>>>>
>>>>>             BR,
>>>>>             mathdesc
>>>>>
>>>>>             Le 17/07/2014 09:43, mat a écrit :
>>>>>>             Hello,
>>>>>>
>>>>>>             Uma thanks for asking, I really need help
>>>>>>             investigating this for exporting/importing are
>>>>>>             key-features
>>>>>>             in the day-to-day workflow, not to mention it also
>>>>>>             ease a lot the tedious work of re-importing stuff
>>>>>>             when adopting vtiger.
>>>>>>              
>>>>>>             Could it be a regression-like issue on 6.0 ? This is
>>>>>>             solved on 6.1 ?
>>>>>>
>>>>>>             Best regards,
>>>>>>
>>>>>>             Mathdesc
>>>>>>
>>>>>>
>>>>>>             Le mardi 01 juillet 2014 à 13:25 +0200, mat a écrit :
>>>>>>>             Hi,
>>>>>>>
>>>>>>>             It is a fresh  6.0 installed there, release version.
>>>>>>>
>>>>>>>
>>>>>>>             Le mardi 01 juillet 2014 à 13:48 +0530, Uma S a écrit :
>>>>>>>>             Hi,
>>>>>>>>
>>>>>>>>
>>>>>>>>             Can you please share in which version of vtiger are
>>>>>>>>             you facing this problem?
>>>>>>>>
>>>>>>>>
>>>>>>>>             On Tue, Jul 1, 2014 at 1:40 PM, mat
>>>>>>>>             <mathdesc at yahoo.fr <mailto:mathdesc at yahoo.fr>> wrote:
>>>>>>>>
>>>>>>>>                 Hello,
>>>>>>>>
>>>>>>>>                 I am still looking how to enable step3 on
>>>>>>>>                 importing (step "criteria settings for record
>>>>>>>>                 handling") that
>>>>>>>>                 is missing (notably) in Invoice module and am
>>>>>>>>                 very surprised by the low level of feedback on
>>>>>>>>                 the list :
>>>>>>>>                 am I the only one that need this step working ?
>>>>>>>>
>>>>>>>>                 Mathdesc
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>>                 _______________________________________________
>>>>>>>>                 http://www.vtiger.com/
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>>             -- 
>>>>>>>>             With
>>>>>>>>             Best Regards
>>>>>>>>             Uma.S
>>>>>>>>             Vtiger Team
>>>>>>>>             _______________________________________________
>>>>>>>>             http://www.vtiger.com/
>>>>>>>
>>>>>>>             _______________________________________________
>>>>>>>             http://www.vtiger.com/
>>>>>>
>>>>>>
>>>>>>
>>>>>>             _______________________________________________
>>>>>>             http://www.vtiger.com/
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>         -- 
>>>>>         With
>>>>>         Best Regards
>>>>>         Uma.S
>>>>>         Vtiger Team
>>>>
>>>>
>>>>
>>>>         _______________________________________________
>>>>         http://www.vtiger.com/
>>>
>>>
>>>
>>>
>>>     -- 
>>>     With
>>>     Best Regards
>>>     Uma.S
>>>     Vtiger Team
>>
>>
>>
>>     _______________________________________________
>>     http://www.vtiger.com/
>
>
>
>
> -- 
> With
> Best Regards
> Uma.S
> Vtiger Team

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