<h1 class="title">Mass Merging Content</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/grap/grap-odoo-incubator/tree/8.0/mass_merging_content"><img alt="grap/grap-odoo-incubator" src="https://img.shields.io/badge/github-grap%2Fgrap--odoo--incubator-lightgray.png?logo=github" /></a></p> <p>This module provides a generic tools to merge the content of any models, reducing the lines quantity.</p> <p>A typical usage is in accounting context, when you have a big invoice, generated from many sale (/purchase) orders with many similar lines. (same product, same account, etc.) In that case, this module provides a tools to merge the similar invoice lines.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <ul class="simple"> <li>Go to 'Setting / Technical / Mass Operations / Merging Content'</li> <li>Create a new item</li> </ul> <div class="figure"> <img alt="https://raw.githubusercontent.com/grap/grap-odoo-incubator/8.0/mass_merging_content/static/description/mass_merging_content_form.png" src="https://raw.githubusercontent.com/grap/grap-odoo-incubator/8.0/mass_merging_content/static/description/mass_merging_content_form.png" /> </div> <ul class="simple"> <li>Set a name for the button that will appear on the target model</li> <li>choose a model, and select a <code>one2many</code> fields of this model</li> <li>for each field of this submodel, select the operation type</li> </ul> <ol class="arabic simple"> <li>'Group' : the lines will not be merged if this field is different</li> <li>'Sum': the value of this field will be sumed into the merged lines. (usefull for <code>integer</code> and <code>float</code> fields)</li> <li>'Join Texts': the value of this field will be joined. (usefull for <code>char</code> fields)</li> <li>'Related Value': the value will be recomputed, based on the given extra argument.</li> </ol> <ul class="simple"> <li>Once done, click on the 'Add Sidebar button' to generate a new 'More options' button.</li> </ul> <p><strong>Extra options</strong></p> <ul class="simple"> <li>you can define a domain, to limit the merge operation to items that match with that domain.</li> <li>you can define groups whose members will have access to that option.</li> </ul> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <ul class="simple"> <li>go to the model for which you have configured a merging operation</li> <li>select items and click on 'More' and on the new button</li> </ul> <div class="figure"> <img alt="https://raw.githubusercontent.com/grap/grap-odoo-incubator/8.0/mass_merging_content/static/description/account_invoice_tree.png" src="https://raw.githubusercontent.com/grap/grap-odoo-incubator/8.0/mass_merging_content/static/description/account_invoice_tree.png" /> </div> <ul class="simple"> <li>the opened pop up display the number of selected items</li> </ul> <div class="figure"> <img alt="https://raw.githubusercontent.com/grap/grap-odoo-incubator/8.0/mass_merging_content/static/description/wizard_form_ok.png" src="https://raw.githubusercontent.com/grap/grap-odoo-incubator/8.0/mass_merging_content/static/description/wizard_form_ok.png" /> </div> <p>if some items doesn't match with the domain, a warning is displayed</p> <div class="figure"> <img alt="https://raw.githubusercontent.com/grap/grap-odoo-incubator/8.0/mass_merging_content/static/description/wizard_form_warning.png" src="https://raw.githubusercontent.com/grap/grap-odoo-incubator/8.0/mass_merging_content/static/description/wizard_form_warning.png" /> </div> <ul class="simple"> <li>Click on the 'Apply' button to process</li> </ul> <p><strong>Before the merge</strong></p> <div class="figure"> <img alt="https://raw.githubusercontent.com/grap/grap-odoo-incubator/8.0/mass_merging_content/static/description/account_invoice_form_before.png" src="https://raw.githubusercontent.com/grap/grap-odoo-incubator/8.0/mass_merging_content/static/description/account_invoice_form_before.png" /> </div> <p><strong>After the merge</strong></p> <div class="figure"> <img alt="https://raw.githubusercontent.com/grap/grap-odoo-incubator/8.0/mass_merging_content/static/description/account_invoice_form_after.png" src="https://raw.githubusercontent.com/grap/grap-odoo-incubator/8.0/mass_merging_content/static/description/account_invoice_form_after.png" /> </div> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/grap/grap-odoo-incubator/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/grap/grap-odoo-incubator/issues/new?body=module:%20mass_merging_content%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id4">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id5">Authors</a></h3> <ul class="simple"> <li>GRAP</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id6">Contributors</a></h3> <ul class="simple"> <li>Sylvain LE GAL (<a class="reference external" href="https://www.twitter.com/legalsylvain">https://www.twitter.com/legalsylvain</a>)</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id7">Maintainers</a></h3> <p>This module is part of the <a class="reference external" href="https://github.com/grap/grap-odoo-incubator/tree/8.0/mass_merging_content">grap/grap-odoo-incubator</a> project on GitHub.</p> <p>You are welcome to contribute.</p>