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

Uma S uma.s at vtiger.com
Fri Dec 5 09:20:19 GMT 2014 

Hi mathdesc,

Yes, for sure you can share your fix with us as a patch through trac ticket.

Please file a ticket in trac.vtiger.com as enhancement and proceed with
your development.

Right now, we don't have any developer documentation for import module.

We will share clues for your development as required by you.

On Fri, Dec 5, 2014 at 1:17 AM, mathdesc <mathdesc at yahoo.fr> wrote:

>  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> 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> 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> 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> 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
>
>
>


-- 
With
Best Regards
Uma.S
Vtiger Team
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