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Overwrite match in import match feature not working as expected #421

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dasunhegoda opened this issue May 16, 2024 · 5 comments · Fixed by #503
Closed

Overwrite match in import match feature not working as expected #421

dasunhegoda opened this issue May 16, 2024 · 5 comments · Fixed by #503
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@dasunhegoda
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Replicated on : OpenSPP ](https://openg2p-sanity.newlogic-demo.com/web/login
Credentials Used: Admin account

Actual Result: when 'Overwrite match' is unchecked, it still overwrites the import data when there is a match found

Expected Result: when 'Overwrite match' is unchecked, importing data that matches existing data should not overwrite data and ignore changes.

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@emjay0921 emjay0921 self-assigned this May 17, 2024
@emjay0921 emjay0921 linked a pull request Aug 7, 2024 that will close this issue
@emjay0921
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NEW PR

#503

REQUIREMENTS

Once deployed, install or upgrade the module spp_import_match.

TO TEST

  1. Navigate to Registry > Configuration > Import Match
  2. Create or Upgrade an Import Match configuration for res_partner (Contact).
  3. Add Field/s for the Import Match configuration.
  • Test 1 (with overwrite match)
  1. Check the overwrite match in the created Import Match configuration.
  2. Navigate to Registry > Groups.
  3. Click the Settings Icon ⚙️ > Import Records.
  4. Upload Files (Make sure at least one record is matched with the configured fields in the Import Match).
  5. Click Import
  6. Check if the matched record was overwritten else fail.
  • Test 2 (without overwrite match)
  1. Uncheck the overwrite match in the created Import Match configuration.
  2. Navigate to Registry > Groups.
  3. Click the Settings Icon ⚙️ > Import Records.
  4. Upload Files (Make sure at least one record is matched with the configured fields in the Import Match).
  5. Click Import
  6. Check if the matched record was not overwritten and skipped else fail.

cc @anthonymarkQA

@anthonymarkQA
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Findings: Returned to dev
Related module: OpenSPP Import Match

Used given name as unique identifier and ticked overwrite match
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Record duplicated instead of updating existing record
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@kneckinator kneckinator reopened this Sep 4, 2024
@emjay0921
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@anthonymarkQA and I discussed this one before. Scenario where "Name" (Given or Family) is being used as the field identifier for import match doesn't work but other identifier fields works fine.

I might need to have a clarification for this @kneckinator or @celinenilla, do we really need to make the "Name" as identifier? Because it is possible to have multiple matches with name. I just thought that import match was intended for unique fields as identifier.

@kneckinator
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@anthonymarkQA will raise tickets for the remaining issues and a "known" issue section will be added to the release notes along these lines:

Known issues:

  • import matcher
    • the field "name" cannot be used as the key field when using the import matcher. If this is done, matching will not be done and instead new records will potentially be created.
    • if an import file has more than two duplicates, only the first two duplicates will be considered in the matching. Additional occurrences will be added as new records.

FYI @celinenilla

@anthonymarkQA
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anthonymarkQA commented Sep 6, 2024

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4 participants