server-tools/excel_import_export/README.rst

==========================
Excel Import/Export/Report
==========================

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The module provide pre-built functions and wizards for developer to build excel import / export / report with ease.

Without having to code to create excel file, developer do,

- Create menu, action, wizard, model, view a normal Odoo development.
- Design excel template using standard Excel application, e.g., colors, fonts, formulas, etc.
- Instruct how the data will be located in Excel with simple dictionary instruction or from Odoo UI.
- Odoo will combine instruction with excel template, and result in final excel file.

**Table of contents**

.. contents::
   :local:

Installation
============

To install this module, you need to install following python library, **xlrd, xlwt, openpyxl**.

Then, simply install **excel_import_export**.

For demo, install **excel_import_export_demo**.

Usage
=====

This module contain pre-defined function and wizards to make exporting, importing and reporting easy.

At the heart of this module, there are 2 `main methods`

- ``self.env['xlsx.export'].export_xlsx(...)``
- ``self.env['xlsx.import'].import_xlsx(...)``

For reporting, also call `export_xlsx(...)` but through following method

- ``self.env['xslx.report'].report_xlsx(...)``

After install this module, go to Settings > Excel Import/Export > XLSX Templates, this is where the key component located.

As this module provide tools, it is best to explain as use cases. For example use cases, please install **excel_import_export_demo**

**Use Case 1:** Export/Import Excel on existing document

This add export/import action menus in existing document (example - excel_import_export_demo/import_export_sale_order)

1. Create export action menu on document, <act_window> with res_model="export.xlsx.wizard" and src_model="<document_model>", and context['template_domain'] to locate the right template -- actions.xml
2. Create import action menu on document, <act_window> with res_model="import.xlsx.wizard" and src_model="<document_model>", and context['template_domain'] to locate the right template -- action.xml
3. Create/Design Excel Template File (.xlsx), in the template, name the underlining tab used for export/import -- <file>.xlsx
4. Create instruction dictionary for export/import in xlsx.template model -- templates.xml

**Use Case 2:** Import Excel Files

With menu wizard to create new documents (example - excel_import_export_demo/import_sale_orders)

1. Create report menu with search wizard, res_model="import.xlsx.wizard" and context['template_domain'] to locate the right template -- menu_action.xml
2. Create Excel Template File (.xlsx), in the template, name the underlining tab used for import -- <import file>.xlsx
3. Create instruction dictionary for import in xlsx.template model -- templates.xml

**Use Case 3:** Create Excel Report

This create report menu with criteria wizard. (example - excel_import_export_demo/report_sale_order)

1. Create report's menu, action, and add context['template_domain']  to locate the right template for this report -- <report>.xml
2. Create report's wizard for search criteria. The view inherits ``excel_import_export.xlsx_report_view`` and mode="primary". In this view, you only need to add criteria fields, the rest will reuse from interited view -- <report.xml>
3. Create report model as models.Transient, then define search criteria fields, and get reporing data into ``results`` field -- <report>.py
4. Create/Design Excel Template File (.xlsx), in the template, name the underlining tab used for report results -- <report_file>.xlsx
5. Create instruction dictionary for report in xlsx.template model -- templates.xml

**Note:**

Another option for reporting is to use report action (report_type='excel'), I.e.,

.. code-block:: xml

    <report id='action_report_saleorder_excel'
            string='Quotation / Order (.xlsx)'
            model='sale.order'
            name='sale_order.xlsx'
            file='sale_order'
            report_type='excel'
    />

By using report action, Odoo will find template using combination of model and name, then do the export for the underlining record.
Please see example in excel_import_export_demo/report_action, which shows,

1. Print excel from an active sale.order
2. Run partner list report based on search criteria.

Known issues / Roadmap
======================

- Module extension e.g., excel_import_export_async, that add ability to execute as async process.
- Ability to add contextual action in XLSX Tempalte, e.g., Add import action, Add export action. In similar manner as in Server Action.

Changelog
=========

12.0.1.0.4 (2019-08-28)
~~~~~~~~~~~~~~~~~~~~~~~

* Fix style sum in footer

12.0.1.0.3 (2019-08-09)
~~~~~~~~~~~~~~~~~~~~~~~

* Add report action for report_type = 'excel'

12.0.1.0.2 (2019-08-07)
~~~~~~~~~~~~~~~~~~~~~~~

* Small fix, to ensure that system parameter 'path_temp_file' (ir.config_parameter) is readable

12.0.1.0.1 (2019-06-24)
~~~~~~~~~~~~~~~~~~~~~~~

* Fix wizard on v12 can't download sample template file - https://github.com/OCA/server-tools/issues/1574

12.0.1.0.0 (2019-02-24)
~~~~~~~~~~~~~~~~~~~~~~~

* Start of the history

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-tools/issues>`_.
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
`feedback <https://github.com/OCA/server-tools/issues/new?body=module:%20excel_import_export%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Ecosoft

Contributors
~~~~~~~~~~~~

* Kitti Upariphutthiphong. <kittiu@gmail.com> (http://ecosoft.co.th)
* Saran Lim. <saranl@ecosoft.co.th> (http://ecosoft.co.th)

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

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OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

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    :alt: kittiu

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-kittiu| 

This module is part of the `OCA/server-tools <https://github.com/OCA/server-tools/tree/12.0/excel_import_export>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.