Browse Source

Excel Import/Export/Report (#1522)

* [ADD] v12 excel_import_export

* Change from eval() to safe_evel()

* Change variable to format to style, as fomat is a common python function

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:100644 100644 800ea573 1807ea7e M	excel_import_export/wizard/export_xlsx_wizard.py
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:100644 100644 96157ea3 fee958bc M	excel_import_export/__manifest__.py
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:100644 100644 ace11a32 c7db3f92 M	excel_import_export/models/xlsx_export.py
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:100644 100644 475b5187 392fe6e5 M	excel_import_export_demo/import_export_sale_order/templates.xml
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:100644 100644 96157ea3 fee958bc M	excel_import_export/__manifest__.py
:100644 100644 00ee3d9f 51c2572a M	excel_import_export/models/common.py
:100644 100644 a215d29b 9738a3c8 M	excel_import_export/models/styles.py
:100644 100644 ace11a32 c7db3f92 M	excel_import_export/models/xlsx_export.py
:100644 100644 881b814f 933d8614 M	excel_import_export/models/xlsx_import.py
:100644 100644 70c37799 f123d2a6 M	excel_import_export/models/xlsx_report.py
:100644 100644 58689ee5 1460473a M	excel_import_export/models/xlsx_template.py
:100644 100644 5c9c09a6 a363ad19 M	excel_import_export/views/xlsx_template_view.xml
:100644 100644 800ea573 1807ea7e M	excel_import_export/wizard/export_xlsx_wizard.py
:100644 100644 febed8d0 750dc17e M	excel_import_export/wizard/import_xlsx_wizard.py
:100644 100644 a2d035ef 9463f279 M	excel_import_export_demo/__manifest__.py
:100644 100644 475b5187 e7f1255b M	excel_import_export_demo/import_export_sale_order/templates.xml
:100644 100644 8e40a2d0 21574896 M	excel_import_export_demo/report_sale_order/report_sale_order.py
:100644 100644 4af9c519 45ee33c6 M	excel_import_export_demo/report_sale_order/templates.xml
:000000 100644 00000000 79db62f7 A	excel_import_export_demo/tests/__init__.py
:000000 100644 00000000 18618688 A	excel_import_export_demo/tests/sale_order.xlsx
:000000 100644 00000000 c9733b95 A	excel_import_export_demo/tests/test_common.py
:000000 100644 00000000 9c943768 A	excel_import_export_demo/tests/test_xlsx_import_export.py
:000000 100644 00000000 730605c1 A	excel_import_export_demo/tests/test_xlsx_template.py

:100644 100644 96157ea3 fee958bc M	excel_import_export/__manifest__.py
:100644 100644 00ee3d9f 51c2572a M	excel_import_export/models/common.py
:100644 100644 a215d29b 9738a3c8 M	excel_import_export/models/styles.py
:100644 100644 ace11a32 c7db3f92 M	excel_import_export/models/xlsx_export.py
:100644 100644 881b814f 933d8614 M	excel_import_export/models/xlsx_import.py
:100644 100644 70c37799 f123d2a6 M	excel_import_export/models/xlsx_report.py
:100644 100644 58689ee5 1460473a M	excel_import_export/models/xlsx_template.py
:100644 100644 5c9c09a6 a363ad19 M	excel_import_export/views/xlsx_template_view.xml
:100644 100644 800ea573 1807ea7e M	excel_import_export/wizard/export_xlsx_wizard.py
:100644 100644 febed8d0 750dc17e M	excel_import_export/wizard/import_xlsx_wizard.py
:100644 100644 a2d035ef 9463f279 M	excel_import_export_demo/__manifest__.py
:100644 100644 475b5187 e7f1255b M	excel_import_export_demo/import_export_sale_order/templates.xml
:100644 100644 8e40a2d0 21574896 M	excel_import_export_demo/report_sale_order/report_sale_order.py
:100644 100644 4af9c519 45ee33c6 M	excel_import_export_demo/report_sale_order/templates.xml
:000000 100644 00000000 79db62f7 A	excel_import_export_demo/tests/__init__.py
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pull/1530/head
Kitti U 5 years ago
committed by Eric @ Elico Corp
parent
commit
02569c1f57
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153
excel_import_export/README.rst

@ -0,0 +1,153 @@
===================
Excel Import/Export
===================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge2| image:: https://img.shields.io/badge/github-OCA%2Fserver--tools-lightgray.png?logo=github
:target: https://github.com/OCA/server-tools/tree/12-add-excel_import_export/excel_import_export
:alt: OCA/server-tools
.. |badge3| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/server-tools-12-add-excel_import_export/server-tools-12-add-excel_import_export-excel_import_export
:alt: Translate me on Weblate
.. |badge4| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/149/12-add-excel_import_export
:alt: Try me on Runbot
|badge1| |badge2| |badge3| |badge4|
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 samples, install **excel_import_export_sample**.
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_sample**
**Use Case 1:** Export/Import Excel on existing document
This add export/import action menus in existing document (example - excel_import_export_sample/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_sample/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_sample/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
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
=========
12.0.1.0.0 (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-add-excel_import_export%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)
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
.. |maintainer-kittiu| image:: https://github.com/kittiu.png?size=40px
:target: https://github.com/kittiu
: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-add-excel_import_export/excel_import_export>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

5
excel_import_export/__init__.py

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# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from . import wizard
from . import models

29
excel_import_export/__manifest__.py

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# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
{
'name': 'Excel Import/Export',
'summary': 'Base module for easy way to develop Excel import/export',
'version': '12.0.1.0.0',
'author': 'Ecosoft,Odoo Community Association (OCA)',
'license': 'AGPL-3',
'website': 'https://github.com/OCA/server-tools/',
'category': 'Tools',
'depends': ['mail'],
'external_dependencies': {
'python': [
'xlrd',
'xlwt',
'openpyxl',
],
},
'data': ['security/ir.model.access.csv',
'wizard/export_xlsx_wizard.xml',
'wizard/import_xlsx_wizard.xml',
'views/xlsx_template_view.xml',
'views/xlsx_report.xml',
],
'installable': True,
'development_status': 'alpha',
'maintainers': ['kittiu'],
}

8
excel_import_export/models/__init__.py

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# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from . import styles
from . import common
from . import xlsx_export
from . import xlsx_import
from . import xlsx_template
from . import xlsx_report

335
excel_import_export/models/common.py

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# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
import re
import uuid
import csv
import base64
import string
import itertools
import logging
from datetime import datetime as dt
from ast import literal_eval
from dateutil.parser import parse
from io import StringIO
from odoo.exceptions import ValidationError
from odoo import _
_logger = logging.getLogger(__name__)
try:
import xlrd
except ImportError:
_logger.debug('Cannot import "xlrd". Please make sure it is installed.')
def adjust_cell_formula(value, k):
""" Cell formula, i.e., if i=5, val=?(A11)+?(B12) -> val=A16+B17 """
if isinstance(value, str):
for i in range(value.count('?(')):
if value and '?(' in value and ')' in value:
i = value.index('?(')
j = value.index(')', i)
val = value[i + 2:j]
col, row = split_row_col(val)
new_val = '%s%s' % (col, row+k)
value = value.replace('?(%s)' % val, new_val)
return value
def get_field_aggregation(field):
""" i..e, 'field@{sum}' """
if field and '@{' in field and '}' in field:
i = field.index('@{')
j = field.index('}', i)
cond = field[i + 2:j]
try:
if cond or cond == '':
return (field[:i], cond)
except Exception:
return (field.replace('@{%s}' % cond, ''), False)
return (field, False)
def get_field_condition(field):
""" i..e, 'field${value > 0 and value or False}' """
if field and '${' in field and '}' in field:
i = field.index('${')
j = field.index('}', i)
cond = field[i + 2:j]
try:
if cond or cond == '':
return (field.replace('${%s}' % cond, ''), cond)
except Exception:
return (field, False)
return (field, False)
def get_field_style(field):
"""
Available styles
- font = bold, bold_red
- fill = red, blue, yellow, green, grey
- align = left, center, right
- number = true, false
i.e., 'field#{font=bold;fill=red;align=center;style=number}'
"""
if field and '#{' in field and '}' in field:
i = field.index('#{')
j = field.index('}', i)
cond = field[i + 2:j]
try:
if cond or cond == '':
return (field.replace('#{%s}' % cond, ''), cond)
except Exception:
return (field, False)
return (field, False)
def get_field_style_cond(field):
""" i..e, 'field#?object.partner_id and #{font=bold} or #{}?' """
if field and '#?' in field and '?' in field:
i = field.index('#?')
j = field.index('?', i+2)
cond = field[i + 2:j]
try:
if cond or cond == '':
return (field.replace('#?%s?' % cond, ''), cond)
except Exception:
return (field, False)
return (field, False)
def fill_cell_style(field, field_style, styles):
field_styles = field_style.split(';')
for f in field_styles:
(key, value) = f.split('=')
if key not in styles.keys():
raise ValidationError(_('Invalid style type %s' % key))
if value.lower() not in styles[key].keys():
raise ValidationError(
_('Invalid value %s for style type %s' % (value, key)))
cell_style = styles[key][value]
if key == 'font':
field.font = cell_style
if key == 'fill':
field.fill = cell_style
if key == 'align':
field.alignment = cell_style
if key == 'style':
if value == 'text':
try:
# In case value can't be encoded as utf, we do normal str()
field.value = field.value.encode('utf-8')
except Exception:
field.value = str(field.value)
field.number_format = cell_style
def get_line_max(line_field):
""" i.e., line_field = line_ids[100], max = 100 else 0 """
if line_field and '[' in line_field and ']' in line_field:
i = line_field.index('[')
j = line_field.index(']')
max_str = line_field[i + 1:j]
try:
if len(max_str) > 0:
return (line_field[:i], int(max_str))
else:
return (line_field, False)
except Exception:
return (line_field, False)
return (line_field, False)
def get_groupby(line_field):
"""i.e., line_field = line_ids["a_id, b_id"], groupby = ["a_id", "b_id"]"""
if line_field and '[' in line_field and ']' in line_field:
i = line_field.index('[')
j = line_field.index(']')
groupby = literal_eval(line_field[i:j+1])
return groupby
return False
def split_row_col(pos):
match = re.match(r"([a-z]+)([0-9]+)", pos, re.I)
if not match:
raise ValidationError(_('Position %s is not valid') % pos)
col, row = match.groups()
return col, int(row)
def openpyxl_get_sheet_by_name(book, name):
""" Get sheet by name for openpyxl """
i = 0
for sheetname in book.sheetnames:
if sheetname == name:
return book.worksheets[i]
i += 1
raise ValidationError(_("'%s' sheet not found") % (name,))
def xlrd_get_sheet_by_name(book, name):
try:
for idx in itertools.count():
sheet = book.sheet_by_index(idx)
if sheet.name == name:
return sheet
except IndexError:
raise ValidationError(_("'%s' sheet not found") % (name,))
def isfloat(input):
try:
float(input)
return True
except ValueError:
return False
def isinteger(input):
try:
int(input)
return True
except ValueError:
return False
def isdatetime(input):
try:
if len(input) == 10:
dt.strptime(input, '%Y-%m-%d')
elif len(input) == 19:
dt.strptime(input, '%Y-%m-%d %H:%M:%S')
else:
return False
return True
except ValueError:
return False
def str_to_number(input):
if isinstance(input, str):
if ' ' not in input:
if isdatetime(input):
return parse(input)
elif isinteger(input):
if not (len(input) > 1 and input[:1] == '0'):
return int(input)
elif isfloat(input):
if not (input.find(".") > 2 and input[:1] == '0'): # 00.123
return float(input)
return input
def csv_from_excel(excel_content, delimiter, quote):
decoded_data = base64.decodestring(excel_content)
wb = xlrd.open_workbook(file_contents=decoded_data)
sh = wb.sheet_by_index(0)
content = StringIO()
quoting = csv.QUOTE_ALL
if not quote:
quoting = csv.QUOTE_NONE
if delimiter == " " and quoting == csv.QUOTE_NONE:
quoting = csv.QUOTE_MINIMAL
wr = csv.writer(content, delimiter=delimiter, quoting=quoting)
for rownum in range(sh.nrows):
row = []
for x in sh.row_values(rownum):
if quoting == csv.QUOTE_NONE and delimiter in x:
raise ValidationError(
_('Template with CSV Quoting = False, data must not '
'contain the same char as delimiter -> "%s"') %
delimiter)
row.append(x)
wr.writerow(row)
content.seek(0) # Set index to 0, and start reading
out_file = base64.b64encode(content.getvalue().encode('utf-8'))
return out_file
def pos2idx(pos):
match = re.match(r"([a-z]+)([0-9]+)", pos, re.I)
if not match:
raise ValidationError(_('Position %s is not valid') % (pos, ))
col, row = match.groups()
col_num = 0
for c in col:
if c in string.ascii_letters:
col_num = col_num * 26 + (ord(c.upper()) - ord('A')) + 1
return (int(row) - 1, col_num - 1)
def _get_cell_value(cell, field_type=False):
""" If Odoo's field type is known, convert to valid string for import,
if not know, just get value as is """
value = False
datemode = 0 # From book.datemode, but we fix it for simplicity
if field_type in ['date', 'datetime']:
ctype = xlrd.sheet.ctype_text.get(cell.ctype, 'unknown type')
if ctype == 'number':
time_tuple = xlrd.xldate_as_tuple(cell.value, datemode)
date = dt(*time_tuple)
if field_type == 'date':
value = date.strftime("%Y-%m-%d")
elif field_type == 'datetime':
value = date.strftime("%Y-%m-%d %H:%M:%S")
else:
value = cell.value
elif field_type in ['integer', 'float']:
value_str = str(cell.value).strip().replace(',', '')
if len(value_str) == 0:
value = ''
elif value_str.replace('.', '', 1).isdigit(): # Is number
if field_type == 'integer':
value = int(float(value_str))
elif field_type == 'float':
value = float(value_str)
else: # Is string, no conversion
value = value_str
elif field_type in ['many2one']:
# If number, change to string
if isinstance(cell.value, (int, float, complex)):
value = str(cell.value)
else:
value = cell.value
else: # text, char
value = cell.value
# If string, cleanup
if isinstance(value, str):
if value[-2:] == '.0':
value = value[:-2]
# Except boolean, when no value, we should return as ''
if field_type not in ['boolean']:
if not value:
value = ''
return value
def _add_column(column_name, column_value, file_txt):
i = 0
txt_lines = []
for line in file_txt.split('\n'):
if line and i == 0:
line = '"' + str(column_name) + '",' + line
elif line:
line = '"' + str(column_value) + '",' + line
txt_lines.append(line)
i += 1
file_txt = '\n'.join(txt_lines)
return file_txt
def _add_id_column(file_txt):
i = 0
txt_lines = []
for line in file_txt.split('\n'):
if line and i == 0:
line = '"id",' + line
elif line:
line = '%s.%s' % ('xls', uuid.uuid4()) + ',' + line
txt_lines.append(line)
i += 1
file_txt = '\n'.join(txt_lines)
return file_txt

48
excel_import_export/models/styles.py

@ -0,0 +1,48 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from odoo import models, api
import logging
_logger = logging.getLogger(__name__)
try:
from openpyxl.styles import colors, PatternFill, Alignment, Font
except ImportError:
_logger.debug(
'Cannot import "openpyxl". Please make sure it is installed.')
class XLSXStyles(models.AbstractModel):
_name = 'xlsx.styles'
_description = 'Available styles for excel'
@api.model
def get_openpyxl_styles(self):
""" List all syles that can be used with styleing directive #{...} """
return {
'font': {
'bold': Font(name="Arial", size=10, bold=True),
'bold_red': Font(name="Arial", size=10,
color=colors.RED, bold=True),
},
'fill': {
'red': PatternFill("solid", fgColor="FF0000"),
'grey': PatternFill("solid", fgColor="DDDDDD"),
'yellow': PatternFill("solid", fgColor="FFFCB7"),
'blue': PatternFill("solid", fgColor="9BF3FF"),
'green': PatternFill("solid", fgColor="B0FF99"),
},
'align': {
'left': Alignment(horizontal='left'),
'center': Alignment(horizontal='center'),
'right': Alignment(horizontal='right'),
},
'style': {
'number': '#,##0.00',
'date': 'dd/mm/yyyy',
'datestamp': 'yyyy-mm-dd',
'text': '@',
'percent': '0.00%',
},
}

273
excel_import_export/models/xlsx_export.py

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# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
import os
import logging
import base64
from io import BytesIO
import time
from datetime import date, datetime as dt
from odoo.tools.float_utils import float_compare
from odoo import models, fields, api, _
from odoo.tools.safe_eval import safe_eval
from odoo.exceptions import ValidationError
from . import common as co
_logger = logging.getLogger(__name__)
try:
from openpyxl import load_workbook
from openpyxl.utils.exceptions import IllegalCharacterError
except ImportError:
_logger.debug(
'Cannot import "openpyxl". Please make sure it is installed.')
class XLSXExport(models.AbstractModel):
_name = 'xlsx.export'
_description = 'Excel Export AbstractModel'
@api.model
def get_eval_context(self, model, record, value):
eval_context = {'float_compare': float_compare,
'time': time,
'datetime': dt,
'date': date,
'value': value,
'object': record,
'model': self.env[model],
'env': self.env,
'context': self._context,
}
return eval_context
@api.model
def _get_line_vals(self, record, line_field, fields):
""" Get values of this field from record set and return as dict of vals
- record: main object
- line_field: rows object, i.e., line_ids
- fields: fields in line_ids, i.e., partner_id.display_name
"""
line_field, max_row = co.get_line_max(line_field)
line_field = line_field.replace('_CONT_', '') # Remove _CONT_ if any
lines = record[line_field]
if max_row > 0 and len(lines) > max_row:
raise Exception(
_('Records in %s exceed max records allowed') % line_field)
vals = dict([(field, []) for field in fields]) # value and do_style
# Get field condition & aggre function
field_cond_dict = {}
aggre_func_dict = {}
field_style_dict = {}
style_cond_dict = {}
pair_fields = [] # I.e., ('debit${value and . or .}@{sum}', 'debit')
for field in fields:
temp_field, eval_cond = co.get_field_condition(field)
eval_cond = eval_cond or 'value or ""'
temp_field, field_style = co.get_field_style(temp_field)
temp_field, style_cond = co.get_field_style_cond(temp_field)
raw_field, aggre_func = co.get_field_aggregation(temp_field)
# Dict of all special conditions
field_cond_dict.update({field: eval_cond})
aggre_func_dict.update({field: aggre_func})
field_style_dict.update({field: field_style})
style_cond_dict.update({field: style_cond})
# --
pair_fields.append((field, raw_field))
for line in lines:
for field in pair_fields: # (field, raw_field)
value = self._get_field_data(field[1], line)
eval_cond = field_cond_dict[field[0]]
eval_context = \
self.get_eval_context(line._name, line, value)
if eval_cond:
value = safe_eval(eval_cond, eval_context)
# style w/Cond takes priority
style_cond = style_cond_dict[field[0]]
style = self._eval_style_cond(line._name, line,
value, style_cond)
if style is None:
style = False # No style
elif style is False:
style = field_style_dict[field[0]] # Use default style
vals[field[0]].append((value, style))
return (vals, aggre_func_dict,)
@api.model
def _eval_style_cond(self, model, record, value, style_cond):
eval_context = self.get_eval_context(model, record, value)
field = style_cond = style_cond or '#??'
styles = {}
for i in range(style_cond.count('#{')):
i += 1
field, style = co.get_field_style(field)
styles.update({i: style})
style_cond = style_cond.replace('#{%s}' % style, str(i))
if not styles:
return False
res = safe_eval(style_cond, eval_context)
if res is None or res is False:
return res
return styles[res]
@api.model
def _fill_workbook_data(self, workbook, record, data_dict):
""" Fill data from record with style in data_dict to workbook """
if not record or not data_dict:
return
try:
for sheet_name in data_dict:
ws = data_dict[sheet_name]
st = False
if isinstance(sheet_name, str):
st = co.openpyxl_get_sheet_by_name(workbook, sheet_name)
elif isinstance(sheet_name, int):
if sheet_name > len(workbook.worksheets):
raise Exception(_('Not enough worksheets'))
st = workbook.worksheets[sheet_name - 1]
if not st:
raise ValidationError(
_('Sheet %s not found') % sheet_name)
# Fill data, header and rows
self._fill_head(ws, st, record)
self._fill_lines(ws, st, record)
except KeyError as e:
raise ValidationError(_('Key Error\n%s') % e)
except IllegalCharacterError as e:
raise ValidationError(
_('IllegalCharacterError\n'
'Some exporting data contain special character\n%s') % e)
except Exception as e:
raise ValidationError(
_('Error filling data into Excel sheets\n%s') % e)
@api.model
def _get_field_data(self, _field, _line):
""" Get field data, and convert data type if needed """
if not _field:
return None
line_copy = _line
for f in _field.split('.'):
line_copy = line_copy[f]
if isinstance(line_copy, str):
line_copy = line_copy.encode('utf-8')
return line_copy
@api.model
def _fill_head(self, ws, st, record):
for rc, field in ws.get('_HEAD_', {}).items():
tmp_field, eval_cond = co.get_field_condition(field)
eval_cond = eval_cond or 'value or ""'
tmp_field, field_style = co.get_field_style(tmp_field)
tmp_field, style_cond = co.get_field_style_cond(tmp_field)
value = tmp_field and self._get_field_data(tmp_field, record)
# Eval
eval_context = self.get_eval_context(record._name,
record, value)
if eval_cond:
value = safe_eval(eval_cond, eval_context)
if value is not None:
st[rc] = value
fc = not style_cond and True or \
safe_eval(style_cond, eval_context)
if field_style and fc: # has style and pass style_cond
styles = self.env['xlsx.styles'].get_openpyxl_styles()
co.fill_cell_style(st[rc], field_style, styles)
@api.model
def _fill_lines(self, ws, st, record):
line_fields = list(ws)
if '_HEAD_' in line_fields:
line_fields.remove('_HEAD_')
cont_row = 0 # last data row to continue
for line_field in line_fields:
fields = ws.get(line_field, {}).values()
vals, func = self._get_line_vals(record, line_field, fields)
is_cont = '_CONT_' in line_field and True or False # continue row
cont_set = 0
rows_inserted = False # flag to insert row
for rc, field in ws.get(line_field, {}).items():
col, row = co.split_row_col(rc) # starting point
# Case continue, start from the last data row
if is_cont and not cont_set: # only once per line_field
cont_set = cont_row + 1
if is_cont:
row = cont_set
rc = '%s%s' % (col, cont_set)
i = 0
new_row = 0
new_rc = False
row_count = len(vals[field])
# Insert rows to preserve total line
if not rows_inserted:
rows_inserted = True
if row_count > 1:
for _x in range(row_count-1):
st.insert_rows(row+1)
# --
for (row_val, style) in vals[field]:
new_row = row + i
new_rc = '%s%s' % (col, new_row)
row_val = co.adjust_cell_formula(row_val, i)
if row_val not in ('None', None):
st[new_rc] = co.str_to_number(row_val)
if style:
styles = self.env['xlsx.styles'].get_openpyxl_styles()
co.fill_cell_style(st[new_rc], style, styles)
i += 1
# Add footer line if at least one field have sum
f = func.get(field, False)
if f and new_row > 0:
new_row += 1
f_rc = '%s%s' % (col, new_row)
st[f_rc] = '=%s(%s:%s)' % (f, rc, new_rc)
cont_row = cont_row < new_row and new_row or cont_row
return
@api.model
def export_xlsx(self, template, res_model, res_id):
if template.res_model != res_model:
raise ValidationError(_("Template's model mismatch"))
data_dict = co.literal_eval(template.instruction.strip())
export_dict = data_dict.get('__EXPORT__', False)
out_name = template.name
if not export_dict: # If there is not __EXPORT__ formula, just export
out_name = template.fname
out_file = template.datas
return (out_file, out_name)
# Prepare temp file (from now, only xlsx file works for openpyxl)
decoded_data = base64.decodestring(template.datas)
ConfParam = self.env['ir.config_parameter']
ptemp = ConfParam.get_param('path_temp_file') or '/tmp'
stamp = dt.utcnow().strftime('%H%M%S%f')[:-3]
ftemp = '%s/temp%s.xlsx' % (ptemp, stamp)
f = open(ftemp, 'wb')
f.write(decoded_data)
f.seek(0)
f.close()
# Workbook created, temp fie removed
wb = load_workbook(ftemp)
os.remove(ftemp)
# Start working with workbook
record = res_model and self.env[res_model].browse(res_id) or False
self._fill_workbook_data(wb, record, export_dict)
# Return file as .xlsx
content = BytesIO()
wb.save(content)
content.seek(0) # Set index to 0, and start reading
out_file = base64.encodestring(content.read())
if record and 'name' in record and record.name:
out_name = record.name.replace(' ', '').replace('/', '')
else:
fname = out_name.replace(' ', '').replace('/', '')
ts = fields.Datetime.context_timestamp(self, dt.now())
out_name = '%s_%s' % (fname, ts.strftime('%Y%m%d_%H%M%S'))
if not out_name or len(out_name) == 0:
out_name = 'noname'
out_ext = 'xlsx'
# CSV (convert only on 1st sheet)
if template.to_csv:
delimiter = template.csv_delimiter
out_file = co.csv_from_excel(out_file, delimiter,
template.csv_quote)
out_ext = template.csv_extension
return (out_file, '%s.%s' % (out_name, out_ext))

259
excel_import_export/models/xlsx_import.py

@ -0,0 +1,259 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
import base64
import uuid
import xlrd
import xlwt
import time
from io import BytesIO
from . import common as co
from ast import literal_eval
from datetime import date, datetime as dt
from odoo.tools.float_utils import float_compare
from odoo import models, api, _
from odoo.exceptions import ValidationError
from odoo.tools.safe_eval import safe_eval
class XLSXImport(models.AbstractModel):
_name = 'xlsx.import'
_description = 'Excel Import AbstractModel'
@api.model
def get_eval_context(self, model=False, value=False):
eval_context = {'float_compare': float_compare,
'time': time,
'datetime': dt,
'date': date,
'env': self.env,
'context': self._context,
'value': False,
'model': False,
}
if model:
eval_context.update({'model': self.env[model]})
if value:
if isinstance(value, str): # Remove non Ord 128 character
value = ''.join([i if ord(i) < 128 else ' ' for i in value])
eval_context.update({'value': value})
return eval_context
@api.model
def get_external_id(self, record):
""" Get external ID of the record, if not already exists create one """
ModelData = self.env['ir.model.data']
xml_id = record.get_external_id()
if not xml_id or (record.id in xml_id and xml_id[record.id] == ''):
ModelData.create({'name': '%s_%s' % (record._table, record.id),
'module': 'excel_import_export',
'model': record._name,
'res_id': record.id, })
xml_id = record.get_external_id()
return xml_id[record.id]
@api.model
def _get_field_type(self, model, field):
try:
record = self.env[model].new()
for f in field.split('/'):
field_type = record._fields[f].type
if field_type in ('one2many', 'many2many'):
record = record[f]
else:
return field_type
except Exception:
raise ValidationError(
_('Invalid declaration, %s has no valid field type') % field)
@api.model
def _delete_record_data(self, record, data_dict):
""" If no _NODEL_, delete existing lines before importing """
if not record or not data_dict:
return
try:
for sheet_name in data_dict:
worksheet = data_dict[sheet_name]
line_fields = filter(lambda x: x != '_HEAD_', worksheet)
for line_field in line_fields:
if '_NODEL_' not in line_field:
if line_field in record and record[line_field]:
record[line_field].unlink()
# Remove _NODEL_ from dict
for s, sv in data_dict.items():
for f, fv in data_dict[s].items():
if '_NODEL_' in f:
new_fv = data_dict[s].pop(f)
data_dict[s][f.replace('_NODEL_', '')] = new_fv
except Exception as e:
raise ValidationError(_('Error deleting data\n%s') % e)
@api.model
def _get_line_vals(self, st, worksheet, model, line_field):
""" Get values of this field from excel sheet """
vals = {}
for rc, columns in worksheet.get(line_field, {}).items():
if not isinstance(columns, list):
columns = [columns]
for field in columns:
rc, key_eval_cond = co.get_field_condition(rc)
x_field, val_eval_cond = co.get_field_condition(field)
row, col = co.pos2idx(rc)
out_field = '%s/%s' % (line_field, x_field)
field_type = self._get_field_type(model, out_field)
vals.update({out_field: []})
for idx in range(row, st.nrows):
value = co._get_cell_value(st.cell(idx, col),
field_type=field_type)
eval_context = self.get_eval_context(model=model,
value=value)
if key_eval_cond:
value = safe_eval(key_eval_cond, eval_context)
if val_eval_cond:
value = safe_eval(val_eval_cond, eval_context)
vals[out_field].append(value)
if not filter(lambda x: x != '', vals[out_field]):
vals.pop(out_field)
return vals
@api.model
def _import_record_data(self, import_file, record, data_dict):
""" From complex excel, create temp simple excel and do import """
if not data_dict:
return
try:
header_fields = []
decoded_data = base64.decodestring(import_file)
wb = xlrd.open_workbook(file_contents=decoded_data)
col_idx = 0
out_wb = xlwt.Workbook()
out_st = out_wb.add_sheet("Sheet 1")
xml_id = record and self.get_external_id(record) or \
'%s.%s' % ('xls', uuid.uuid4())
out_st.write(0, 0, 'id') # id and xml_id on first column
out_st.write(1, 0, xml_id)
header_fields.append('id')
col_idx += 1
model = record._name
for sheet_name in data_dict: # For each Sheet
worksheet = data_dict[sheet_name]
st = False
if isinstance(sheet_name, str):
st = co.xlrd_get_sheet_by_name(wb, sheet_name)
elif isinstance(sheet_name, int):
st = wb.sheet_by_index(sheet_name - 1)
if not st:
raise ValidationError(
_('Sheet %s not found') % sheet_name)
# HEAD updates
for rc, field in worksheet.get('_HEAD_', {}).items():
rc, key_eval_cond = co.get_field_condition(rc)
field, val_eval_cond = co.get_field_condition(field)
field_type = self._get_field_type(model, field)
value = False
try:
row, col = co.pos2idx(rc)
value = co._get_cell_value(st.cell(row, col),
field_type=field_type)
except Exception:
pass
eval_context = self.get_eval_context(model=model,
value=value)
if key_eval_cond:
value = str(safe_eval(key_eval_cond, eval_context))
if val_eval_cond:
value = str(safe_eval(val_eval_cond, eval_context))
out_st.write(0, col_idx, field) # Next Column
out_st.write(1, col_idx, value) # Next Value
header_fields.append(field)
col_idx += 1
# Line Items
line_fields = filter(lambda x: x != '_HEAD_', worksheet)
for line_field in line_fields:
vals = self._get_line_vals(st, worksheet,
model, line_field)
for field in vals:
# Columns, i.e., line_ids/field_id
out_st.write(0, col_idx, field)
header_fields.append(field)
# Data
i = 1
for value in vals[field]:
out_st.write(i, col_idx, value)
i += 1
col_idx += 1
content = BytesIO()
out_wb.save(content)
content.seek(0) # Set index to 0, and start reading
xls_file = content.read()
# Do the import
Import = self.env['base_import.import']
imp = Import.create({
'res_model': model,
'file': xls_file,
'file_type': 'application/vnd.ms-excel',
'file_name': 'temp.xls',
})
errors = imp.do(
header_fields,
header_fields,
{'headers': True,
'advanced': True,
'keep_matches': False,
'encoding': '',
'separator': '',
'quoting': '"',
'date_style': '',
'datetime_style': '%Y-%m-%d %H:%M:%S',
'float_thousand_separator': ',',
'float_decimal_separator': '.',
'fields': []})
if errors.get('messages'):
message = errors['messages']['message'].encode('utf-8')
raise ValidationError(message)
return self.env.ref(xml_id)
except xlrd.XLRDError:
raise ValidationError(
_('Invalid file style, only .xls or .xlsx file allowed'))
except Exception as e:
raise ValidationError(_('Error importing data\n%s') % e)
@api.model
def _post_import_operation(self, record, operation):
""" Run python code after import """
if not record or not operation:
return
try:
if '${' in operation:
code = (operation.split('${'))[1].split('}')[0]
eval_context = {'object': record}
safe_eval(code, eval_context)
except Exception as e:
raise ValidationError(_('Post import operation error\n%s') % e)
@api.model
def import_xlsx(self, import_file, template,
res_model=False, res_id=False):
"""
- If res_id = False, we want to create new document first
- Delete fields' data according to data_dict['__IMPORT__']
- Import data from excel according to data_dict['__IMPORT__']
"""
self = self.sudo()
if res_model and template.res_model != res_model:
raise ValidationError(_("Template's model mismatch"))
record = self.env[template.res_model].browse(res_id)
data_dict = literal_eval(template.instruction.strip())
if not data_dict.get('__IMPORT__'):
raise ValidationError(
_("No data_dict['__IMPORT__'] in template %s") % template.name)
if record:
# Delete existing data first
self._delete_record_data(record, data_dict['__IMPORT__'])
# Fill up record with data from excel sheets
record = self._import_record_data(import_file, record,
data_dict['__IMPORT__'])
# Post Import Operation, i.e., cleanup some data
if data_dict.get('__POST_IMPORT__', False):
self._post_import_operation(record, data_dict['__POST_IMPORT__'])
return record

69
excel_import_export/models/xlsx_report.py

@ -0,0 +1,69 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from odoo import models, fields, api, _
from odoo.exceptions import ValidationError
class XLSXReport(models.AbstractModel):
""" Common class for xlsx reporting wizard """
_name = 'xlsx.report'
_description = 'Excel Report AbstractModel'
name = fields.Char(
string='File Name',
readonly=True,
size=500,
)
data = fields.Binary(
string='File',
readonly=True,
)
template_id = fields.Many2one(
'xlsx.template',
string='Template',
required=True,
ondelete='cascade',
domain=lambda self: self._context.get('template_domain', []),
)
choose_template = fields.Boolean(
string='Allow Choose Template',
default=False,
)
state = fields.Selection(
[('choose', 'Choose'),
('get', 'Get')],
default='choose',
help="* Choose: wizard show in user selection mode"
"\n* Get: wizard show results from user action",
)
@api.model
def default_get(self, fields):
template_domain = self._context.get('template_domain', [])
templates = self.env['xlsx.template'].search(template_domain)
if not templates:
raise ValidationError(_('No template found'))
defaults = super(XLSXReport, self).default_get(fields)
for template in templates:
if not template.datas:
raise ValidationError(_('No file in %s') % (template.name,))
defaults['template_id'] = len(templates) == 1 and templates.id or False
return defaults
@api.multi
def report_xlsx(self):
self.ensure_one()
Export = self.env['xlsx.export']
out_file, out_name = \
Export.export_xlsx(self.template_id, self._name, self.id)
self.write({'state': 'get', 'data': out_file, 'name': out_name})
return {
'type': 'ir.actions.act_window',
'res_model': self._name,
'view_mode': 'form',
'view_type': 'form',
'res_id': self.id,
'views': [(False, 'form')],
'target': 'new',
}

452
excel_import_export/models/xlsx_template.py

@ -0,0 +1,452 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
import os
import base64
from ast import literal_eval
from odoo import api, fields, models, _
from odoo.modules.module import get_module_path
from os.path import join as opj
from . import common as co
from odoo.exceptions import ValidationError
class XLSXTemplate(models.Model):
""" Master Data for XLSX Templates
- Excel Template
- Import/Export Meta Data (dict text)
- Default values, etc.
"""
_name = 'xlsx.template'
_description = 'Excel template file and instruction'
_order = 'name'
name = fields.Char(
string='Template Name',
required=True,
)
res_model = fields.Char(
string='Resource Model',
help="The database object this attachment will be attached to.",
)
fname = fields.Char(
string='File Name',
)
gname = fields.Char(
string='Group Name',
help="Multiple template of same model, can belong to same group,\n"
"result in multiple template selection",
)
description = fields.Char(
string='Description',
)
input_instruction = fields.Text(
string='Instruction (Input)',
help="This is used to construct instruction in tab Import/Export",
)
instruction = fields.Text(
string='Instruction',
compute='_compute_output_instruction',
help="Instruction on how to import/export, prepared by system."
)
datas = fields.Binary(
string='File Content',
)
to_csv = fields.Boolean(
string='Convert to CSV?',
default=False,
)
csv_delimiter = fields.Char(
string='CSV Delimiter',
size=1,
default=',',
required=True,
help="Optional for CSV, default is comma.",
)
csv_extension = fields.Char(
string='CSV File Extension',
size=5,
default='csv',
required=True,
help="Optional for CSV, default is .csv"
)
csv_quote = fields.Boolean(
string='CSV Quoting',
default=True,
help="Optional for CSV, default is full quoting."
)
export_ids = fields.One2many(
comodel_name='xlsx.template.export',
inverse_name='template_id',
)
import_ids = fields.One2many(
comodel_name='xlsx.template.import',
inverse_name='template_id',
)
post_import_hook = fields.Char(
string='Post Import Function Hook',
help="Call a function after successful import, i.e.,\n"
"${object.post_import_do_something()}",
)
show_instruction = fields.Boolean(
string='Show Output',
default=False,
help="This is the computed instruction based on tab Import/Export,\n"
"to be used by xlsx import/export engine",
)
redirect_action = fields.Many2one(
comodel_name='ir.actions.act_window',
string='Return Action',
domain=[('type', '=', 'ir.actions.act_window')],
help="Optional action, redirection after finish import operation",
)
@api.multi
@api.constrains('redirect_action', 'res_model')
def _check_action_model(self):
for rec in self:
if rec.res_model and rec.redirect_action and \
rec.res_model != rec.redirect_action.res_model:
raise ValidationError(_('The selected redirect action is '
'not for model %s') % rec.res_model)
@api.model
def load_xlsx_template(self, tempalte_ids, addon=False):
for template in self.browse(tempalte_ids):
if not addon:
addon = list(template.get_external_id().
values())[0].split('.')[0]
addon_path = get_module_path(addon)
file_path = False
for root, dirs, files in os.walk(addon_path):
for name in files:
if name == template.fname:
file_path = os.path.abspath(opj(root, name))
if file_path:
template.datas = base64.b64encode(open(file_path, 'rb').read())
return True
@api.model
def create(self, vals):
rec = super().create(vals)
if vals.get('input_instruction'):
rec._compute_input_export_instruction()
rec._compute_input_import_instruction()
rec._compute_input_post_import_hook()
return rec
@api.multi
def write(self, vals):
res = super().write(vals)
if vals.get('input_instruction'):
for rec in self:
rec._compute_input_export_instruction()
rec._compute_input_import_instruction()
rec._compute_input_post_import_hook()
return res
@api.multi
def _compute_input_export_instruction(self):
self = self.with_context(compute_from_input=True)
for rec in self:
# Export Instruction
input_dict = literal_eval(rec.input_instruction.strip())
rec.export_ids.unlink()
export_dict = input_dict.get('__EXPORT__')
if not export_dict:
continue
export_lines = []
sequence = 0
# Sheet
for sheet, rows in export_dict.items():
sequence += 1
vals = {'sequence': sequence,
'section_type': 'sheet',
'sheet': str(sheet),
}
export_lines.append((0, 0, vals))
# Rows
for row_field, lines in rows.items():
sequence += 1
is_cont = False
if '_CONT_' in row_field:
is_cont = True
row_field = row_field.replace('_CONT_', '')
vals = {'sequence': sequence,
'section_type': (row_field == '_HEAD_' and
'head' or 'row'),
'row_field': row_field,
'is_cont': is_cont,
}
export_lines.append((0, 0, vals))
for excel_cell, field_name in lines.items():
sequence += 1
vals = {'sequence': sequence,
'section_type': 'data',
'excel_cell': excel_cell,
'field_name': field_name,
}
export_lines.append((0, 0, vals))
rec.write({'export_ids': export_lines})
@api.multi
def _compute_input_import_instruction(self):
self = self.with_context(compute_from_input=True)
for rec in self:
# Import Instruction
input_dict = literal_eval(rec.input_instruction.strip())
rec.import_ids.unlink()
import_dict = input_dict.get('__IMPORT__')
if not import_dict:
continue
import_lines = []
sequence = 0
# Sheet
for sheet, rows in import_dict.items():
sequence += 1
vals = {'sequence': sequence,
'section_type': 'sheet',
'sheet': str(sheet),
}
import_lines.append((0, 0, vals))
# Rows
for row_field, lines in rows.items():
sequence += 1
no_delete = False
if '_NODEL_' in row_field:
no_delete = True
row_field = row_field.replace('_NODEL_', '')
vals = {'sequence': sequence,
'section_type': (row_field == '_HEAD_' and
'head' or 'row'),
'row_field': row_field,
'no_delete': no_delete,
}
import_lines.append((0, 0, vals))
for excel_cell, field_name in lines.items():
sequence += 1
vals = {'sequence': sequence,
'section_type': 'data',
'excel_cell': excel_cell,
'field_name': field_name,
}
import_lines.append((0, 0, vals))
rec.write({'import_ids': import_lines})
@api.multi
def _compute_input_post_import_hook(self):
self = self.with_context(compute_from_input=True)
for rec in self:
# Import Instruction
input_dict = literal_eval(rec.input_instruction.strip())
rec.post_import_hook = input_dict.get('__POST_IMPORT__')
@api.multi
def _compute_output_instruction(self):
""" From database, compute back to dictionary """
for rec in self:
inst_dict = {}
prev_sheet = False
prev_row = False
# Export Instruction
itype = '__EXPORT__'
inst_dict[itype] = {}
for line in rec.export_ids:
if line.section_type == 'sheet':
sheet = co.isinteger(line.sheet) and \
int(line.sheet) or line.sheet
sheet_dict = {sheet: {}}
inst_dict[itype].update(sheet_dict)
prev_sheet = sheet
continue
if line.section_type in ('head', 'row'):
row_field = line.row_field
if line.section_type == 'row' and line.is_cont:
row_field = '_CONT_%s' % row_field
row_dict = {row_field: {}}
inst_dict[itype][prev_sheet].update(row_dict)
prev_row = row_field
continue
if line.section_type == 'data':
excel_cell = line.excel_cell
field_name = line.field_name or ''
field_name += line.field_cond or ''
field_name += line.style or ''
field_name += line.style_cond or ''
if line.is_sum:
field_name += '@{sum}'
cell_dict = {excel_cell: field_name}
inst_dict[itype][prev_sheet][prev_row].update(cell_dict)
continue
# Import Instruction
itype = '__IMPORT__'
inst_dict[itype] = {}
for line in rec.import_ids:
if line.section_type == 'sheet':
sheet = co.isinteger(line.sheet) and \
int(line.sheet) or line.sheet
sheet_dict = {sheet: {}}
inst_dict[itype].update(sheet_dict)
prev_sheet = sheet
continue
if line.section_type in ('head', 'row'):
row_field = line.row_field
if line.section_type == 'row' and line.no_delete:
row_field = '_NODEL_%s' % row_field
row_dict = {row_field: {}}
inst_dict[itype][prev_sheet].update(row_dict)
prev_row = row_field
continue
if line.section_type == 'data':
excel_cell = line.excel_cell
field_name = line.field_name or ''
field_name += line.field_cond or ''
cell_dict = {excel_cell: field_name}
inst_dict[itype][prev_sheet][prev_row].update(cell_dict)
continue
itype = '__POST_IMPORT__'
inst_dict[itype] = False
if rec.post_import_hook:
inst_dict[itype] = rec.post_import_hook
rec.instruction = inst_dict
class XLSXTemplateImport(models.Model):
_name = 'xlsx.template.import'
_description = 'Detailed of how excel data will be imported'
_order = 'sequence'
template_id = fields.Many2one(
comodel_name='xlsx.template',
string='XLSX Template',
index=True,
ondelete='cascade',
readonly=True,
)
sequence = fields.Integer(
string='Sequence',
default=10,
)
sheet = fields.Char(
string='Sheet',
)
section_type = fields.Selection(
[('sheet', 'Sheet'),
('head', 'Head'),
('row', 'Row'),
('data', 'Data')],
string='Section Type',
required=True,
)
row_field = fields.Char(
string='Row Field',
help="If section type is row, this field is required",
)
no_delete = fields.Boolean(
string='No Delete',
default=False,
help="By default, all rows will be deleted before import.\n"
"Select No Delete, otherwise"
)
excel_cell = fields.Char(
string='Cell',
)
field_name = fields.Char(
string='Field',
)
field_cond = fields.Char(
string='Field Cond.',
)
@api.model
def create(self, vals):
new_vals = self._extract_field_name(vals)
return super().create(new_vals)
@api.model
def _extract_field_name(self, vals):
if self._context.get('compute_from_input') and vals.get('field_name'):
field_name, field_cond = co.get_field_condition(vals['field_name'])
field_cond = field_cond and '${%s}' % (field_cond or '') or False
vals.update({'field_name': field_name,
'field_cond': field_cond,
})
return vals
class XLSXTemplateExport(models.Model):
_name = 'xlsx.template.export'
_description = 'Detailed of how excel data will be exported'
_order = 'sequence'
template_id = fields.Many2one(
comodel_name='xlsx.template',
string='XLSX Template',
index=True,
ondelete='cascade',
readonly=True,
)
sequence = fields.Integer(
string='Sequence',
default=10,
)
sheet = fields.Char(
string='Sheet',
)
section_type = fields.Selection(
[('sheet', 'Sheet'),
('head', 'Head'),
('row', 'Row'),
('data', 'Data')],
string='Section Type',
required=True,
)
row_field = fields.Char(
string='Row Field',
help="If section type is row, this field is required",
)
is_cont = fields.Boolean(
string='Continue',
default=False,
help="Continue data rows after last data row",
)
excel_cell = fields.Char(
string='Cell',
)
field_name = fields.Char(
string='Field',
)
field_cond = fields.Char(
string='Field Cond.',
)
is_sum = fields.Boolean(
string='Sum',
default=False,
)
style = fields.Char(
string='Default Style',
)
style_cond = fields.Char(
string='Style w/Cond.',
)
@api.model
def create(self, vals):
new_vals = self._extract_field_name(vals)
return super().create(new_vals)
@api.model
def _extract_field_name(self, vals):
if self._context.get('compute_from_input') and vals.get('field_name'):
field_name, field_cond = co.get_field_condition(vals['field_name'])
field_cond = field_cond or 'value or ""'
field_name, style = co.get_field_style(field_name)
field_name, style_cond = co.get_field_style_cond(field_name)
field_name, func = co.get_field_aggregation(field_name)
vals.update({'field_name': field_name,
'field_cond': '${%s}' % (field_cond or ''),
'style': '#{%s}' % (style or ''),
'style_cond': '#?%s?' % (style_cond or ''),
'is_sum': func == 'sum' and True or False,
})
return vals

1
excel_import_export/readme/CONTRIBUTORS.rst

@ -0,0 +1 @@
* Kitti Upariphutthiphong. <kittiu@gmail.com> (http://ecosoft.co.th)

8
excel_import_export/readme/DESCRIPTION.rst

@ -0,0 +1,8 @@
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.

4
excel_import_export/readme/HISTORY.rst

@ -0,0 +1,4 @@
12.0.1.0.0 (2019-02-24)
~~~~~~~~~~~~~~~~~~~~~~~
* Start of the history

5
excel_import_export/readme/INSTALL.rst

@ -0,0 +1,5 @@
To install this module, you need to install following python library, **xlrd, xlwt, openpyxl**.
Then, simply install **excel_import_export**.
For samples, install **excel_import_export_sample**.

2
excel_import_export/readme/ROADMAP.rst

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- 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.

41
excel_import_export/readme/USAGE.rst

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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_sample**
**Use Case 1:** Export/Import Excel on existing document
This add export/import action menus in existing document (example - excel_import_export_sample/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_sample/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_sample/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

4
excel_import_export/security/ir.model.access.csv

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"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
xlsx_template_user,xlsx_template_user,model_xlsx_template,,1,1,1,1
xlsx_template_export_user,xlsx_template_export_user,model_xlsx_template_export,,1,1,1,1
xlsx_template_import_user,xlsx_template_import_user,model_xlsx_template_import,,1,1,1,1

496
excel_import_export/static/description/index.html

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<div class="document" id="excel-import-export">
<h1 class="title">Excel Import/Export</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><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/OCA/server-tools/tree/12-add-excel_import_export/excel_import_export"><img alt="OCA/server-tools" src="https://img.shields.io/badge/github-OCA%2Fserver--tools-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/server-tools-12-add-excel_import_export/server-tools-12-add-excel_import_export-excel_import_export"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/149/12-add-excel_import_export"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>The module provide pre-built functions and wizards for developer to build excel import / export / report with ease.</p>
<p>Without having to code to create excel file, developer do,</p>
<ul class="simple">
<li>Create menu, action, wizard, model, view a normal Odoo development.</li>
<li>Design excel template using standard Excel application, e.g., colors, fonts, formulas, etc.</li>
<li>Instruct how the data will be located in Excel with simple dictionary instruction or from Odoo UI.</li>
<li>Odoo will combine instruction with excel template, and result in final excel file.</li>
</ul>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="id2">Installation</a></li>
<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id4">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#changelog" id="id5">Changelog</a><ul>
<li><a class="reference internal" href="#id1" id="id6">12.0.1.0.0 (2019-02-24)</a></li>
</ul>
</li>
<li><a class="reference internal" href="#bug-tracker" id="id7">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id8">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id9">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id10">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id11">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="installation">
<h1><a class="toc-backref" href="#id2">Installation</a></h1>
<p>To install this module, you need to install following python library, <strong>xlrd, xlwt, openpyxl</strong>.</p>
<p>Then, simply install <strong>excel_import_export</strong>.</p>
<p>For samples, install <strong>excel_import_export_sample</strong>.</p>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id3">Usage</a></h1>
<p>This module contain pre-defined function and wizards to make exporting, importing and reporting easy.</p>
<p>At the heart of this module, there are 2 <cite>main methods</cite></p>
<ul class="simple">
<li><tt class="docutils literal"><span class="pre">self.env['xlsx.export'].export_xlsx(...)</span></tt></li>
<li><tt class="docutils literal"><span class="pre">self.env['xlsx.import'].import_xlsx(...)</span></tt></li>
</ul>
<p>For reporting, also call <cite>export_xlsx(…)</cite> but through following method</p>
<ul class="simple">
<li><tt class="docutils literal"><span class="pre">self.env['xslx.report'].report_xlsx(...)</span></tt></li>
</ul>
<p>After install this module, go to Settings &gt; Excel Import/Export &gt; XLSX Templates, this is where the key component located.</p>
<p>As this module provide tools, it is best to explain as use cases. For example use cases, please install <strong>excel_import_export_sample</strong></p>
<p><strong>Use Case 1:</strong> Export/Import Excel on existing document</p>
<p>This add export/import action menus in existing document (example - excel_import_export_sample/import_export_sale_order)</p>
<ol class="arabic simple">
<li>Create export action menu on document, &lt;act_window&gt; with res_model=”export.xlsx.wizard” and src_model=”&lt;document_model&gt;”, and context[‘template_domain’] to locate the right template – actions.xml</li>
<li>Create import action menu on document, &lt;act_window&gt; with res_model=”import.xlsx.wizard” and src_model=”&lt;document_model&gt;”, and context[‘template_domain’] to locate the right template – action.xml</li>
<li>Create/Design Excel Template File (.xlsx), in the template, name the underlining tab used for export/import – &lt;file&gt;.xlsx</li>
<li>Create instruction dictionary for export/import in xlsx.template model – templates.xml</li>
</ol>
<p><strong>Use Case 2:</strong> Import Excel Files</p>
<p>With menu wizard to create new documents (example - excel_import_export_sample/import_sale_orders)</p>
<ol class="arabic simple">
<li>Create report menu with search wizard, res_model=”import.xlsx.wizard” and context[‘template_domain’] to locate the right template – menu_action.xml</li>
<li>Create Excel Template File (.xlsx), in the template, name the underlining tab used for import – &lt;import file&gt;.xlsx</li>
<li>Create instruction dictionary for import in xlsx.template model – templates.xml</li>
</ol>
<p><strong>Use Case 3:</strong> Create Excel Report</p>
<p>This create report menu with criteria wizard. (example - excel_import_export_sample/report_sale_order)</p>
<ol class="arabic simple">
<li>Create report’s menu, action, and add context[‘template_domain’] to locate the right template for this report – &lt;report&gt;.xml</li>
<li>Create report’s wizard for search criteria. The view inherits <tt class="docutils literal">excel_import_export.xlsx_report_view</tt> and mode=”primary”. In this view, you only need to add criteria fields, the rest will reuse from interited view – &lt;report.xml&gt;</li>
<li>Create report model as models.Transient, then define search criteria fields, and get reporing data into <tt class="docutils literal">results</tt> field – &lt;report&gt;.py</li>
<li>Create/Design Excel Template File (.xlsx), in the template, name the underlining tab used for report results – &lt;report_file&gt;.xlsx</li>
<li>Create instruction dictionary for report in xlsx.template model – templates.xml</li>
</ol>
</div>
<div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#id4">Known issues / Roadmap</a></h1>
<ul class="simple">
<li>Module extension e.g., excel_import_export_async, that add ability to execute as async process.</li>
<li>Ability to add contextual action in XLSX Tempalte, e.g., Add import action, Add export action. In similar manner as in Server Action.</li>
</ul>
</div>
<div class="section" id="changelog">
<h1><a class="toc-backref" href="#id5">Changelog</a></h1>
<div class="section" id="id1">
<h2><a class="toc-backref" href="#id6">12.0.1.0.0 (2019-02-24)</a></h2>
<ul class="simple">
<li>Start of the history</li>
</ul>
</div>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id7">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-tools/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/OCA/server-tools/issues/new?body=module:%20excel_import_export%0Aversion:%2012-add-excel_import_export%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>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#id8">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id9">Authors</a></h2>
<ul class="simple">
<li>Ecosoft</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id10">Contributors</a></h2>
<ul class="simple">
<li>Kitti Upariphutthiphong. &lt;<a class="reference external" href="mailto:kittiu&#64;gmail.com">kittiu&#64;gmail.com</a>&gt; (<a class="reference external" href="http://ecosoft.co.th">http://ecosoft.co.th</a>)</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id11">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/kittiu"><img alt="kittiu" src="https://github.com/kittiu.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-tools/tree/12-add-excel_import_export/excel_import_export">OCA/server-tools</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
</body>
</html>

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excel_import_export/views/xlsx_report.xml

@ -0,0 +1,51 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019 Ecosoft Co., Ltd.
License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).-->
<odoo>
<record id="xlsx_report_view" model="ir.ui.view">
<field name="name">xlsx.report.view</field>
<field name="model">xlsx.report</field>
<field name="arch" type="xml">
<form string="Excel Report">
<!-- search criteria -->
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<field name="template_id"
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<div states="get">
<h2>
Complete Prepare Report (.xlsx)
</h2>
<p colspan="4">
Here is the report file:
<field name="data" filename="name" class="oe_inline"/>
</p>
</div>
<footer states="choose">
<button name="report_xlsx" string="Execute Report" type="object" class="oe_highlight"/>
or
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<button special="cancel" string="Close" type="object"/>
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</form>
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</odoo>

230
excel_import_export/views/xlsx_template_view.xml

@ -0,0 +1,230 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019 Ecosoft Co., Ltd.
License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).-->
<odoo>
<record id="view_xlsx_template_tree" model="ir.ui.view">
<field name="model">xlsx.template</field>
<field name="arch" type="xml">
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<field name="name"/>
</tree>
</field>
</record>
<record id="view_xlsx_template_form" model="ir.ui.view">
<field name="model">xlsx.template</field>
<field name="arch" type="xml">
<form string="XLSX Template">
<sheet>
<h1>
<field name="name" colspan="3"/>
</h1>
<group>
<group>
<field name="description"/>
<field name="to_csv"/>
<field name="csv_delimiter" attrs="{'invisible': [('to_csv', '=', False)]}"/>
<field name="csv_extension" attrs="{'invisible': [('to_csv', '=', False)]}"/>
<field name="csv_quote" attrs="{'invisible': [('to_csv', '=', False)]}"/>
</group>
<group>
<field name="fname" invisible="1"/>
<field name="datas" filename="fname"/>
<field name="gname"/>
<field name="res_model"/>
<field name="redirect_action"/>
</group>
</group>
<notebook>
<page string="Export">
<field name="export_ids">
<tree name="export_instruction" editable="bottom">
<control>
<create string="Add sheet section" context="{'default_section_type': 'sheet'}"/>
<create string="Add header section" context="{'default_section_type': 'head', 'default_row_field': '_HEAD_'}"/>
<create string="Add row section" context="{'default_section_type': 'row'}"/>
<create string="Add data column" context="{'default_section_type': 'data'}"/>
</control>
<field name="sequence" widget="handle"/>
<field name="section_type" invisible="1"/>
<field name="sheet" attrs="{'required': [('section_type', '=', 'sheet')],
'invisible': [('section_type', '!=', 'sheet')]}"/>
<field name="row_field" attrs="{'required': [('section_type', 'in', ('head', 'row'))],
'invisible': [('section_type', 'not in', ('head', 'row'))]}"/>
<field name="is_cont" attrs="{'required': [('section_type', 'in', ('head', 'row'))],
'invisible': [('section_type', 'not in', ('head', 'row'))]}"/>
<field name="excel_cell" attrs="{'required': [('section_type', '=', 'data')],
'invisible': [('section_type', '!=', 'data')]}"/>
<field name="field_name" attrs="{'invisible': [('section_type', '!=', 'data')]}"/>
<field name="field_cond" attrs="{'invisible': [('section_type', '!=', 'data')]}"/>
<field name="is_sum" attrs="{'invisible': [('section_type', '!=', 'data')]}"/>
<field name="style" attrs="{'invisible': [('section_type', '!=', 'data')]}"/>
<field name="style_cond" attrs="{'invisible': [('section_type', '!=', 'data')]}"/>
</tree>
</field>
<div style="margin-top: 4px;">
<h3>Help with Export Instruction</h3>
<p>
Export Instruction is how to write data from an active data record to specified cells in excel sheet.
For example, an active record can be a sale order that user want to export.
The record itself will be mapped to the header part of excel sheet. The record can contain multiple one2many fields, which will be written as data lines.
You can look at following instruction as Excel Sheet(s), each with 1 header section (_HEAD_) and multiple row sections (one2many fields).
</p>
<ul>
<li>In header section part, map data fields (e.g., number, partner_id.name) into cells (e.g., B1, B2).</li>
<li>In row section, data list will be rolled out from one2many row field (e.g., order_line), and map data field (i.e., product_id.name, uom_id.name, qty) into the first row cells to start rolling (e.g., A6, B6, C6).</li>
</ul>
<p>Following are more explaination on each column:</p>
<ul>
<li><b>Sheet</b>: Name (e.g., Sheet 1) or index (e.g., 1) of excel sheet to export data to</li>
<li><b>Row Field</b>: Use _HEAD_ for the record itself, and one2many field (e.g., line_ids) for row data</li>
<li><b>Continue</b>: If not selected, start rolling with specified first row cells. If selected, continue from previous one2many field</li>
<li><b>Cell</b>: Location of data in excel sheet (e.g., A1, B1, ...)</li>
<li><b>Field</b>: Field of the record, e.g., product_id.uom_id.name. They are orm compliant.</li>
<li><b>Field Cond.</b>: Python code in <code>${...}</code> to manipulate field value, e.g., if field = product_id, <code>value</code> will represent product object, e.g., <code>${value and value.uom_id.name or ""}</code></li>
<li><b>Sum</b>: Add sum value on last row, <code>@{sum}</code></li>
<li><b>Style</b>: Default style in <code>#{...}</code> that apply to each cell, e.g., <code>#{align=left;style=text}</code>. See module's <b>style.py</b> for available styles.</li>
<li><b>Style w/Cond.</b>: Conditional style by python code in <code>#?...?</code>, e.g., apply style for specific product, <code>#?value.name == "ABC" and #{font=bold;fill=red} or None?</code></li>
</ul>
<p><b>Note:</b></p>
For code block <code>${...}</code> and <code>#?...?</code>, following object are available,
<ul>
<li><code>value</code>: value from <b>Field</b></li>
<li><code>object</code>: record object or line object depends on <b>Row Field</b></li>
<li><code>model</code>: active model, e.g., self.env['my.model']</li>
<li><code>date, datetime, time</code>: some useful python classes</li>
</ul>
</div>
</page>
<page string="Import">
<field name="import_ids">
<tree name="import_instruction" editable="bottom">
<control>
<create string="Add sheet section" context="{'default_section_type': 'sheet'}"/>
<create string="Add header section" context="{'default_section_type': 'head', 'default_row_field': '_HEAD_'}"/>
<create string="Add row section" context="{'default_section_type': 'row'}"/>
<create string="Add data column" context="{'default_section_type': 'data'}"/>
</control>
<field name="sequence" widget="handle"/>
<field name="section_type" invisible="1"/>
<field name="sheet" attrs="{'required': [('section_type', '=', 'sheet')],
'invisible': [('section_type', '!=', 'sheet')]}"/>
<field name="row_field" attrs="{'required': [('section_type', 'in', ('head', 'row'))],
'invisible': [('section_type', 'not in', ('head', 'row'))]}"/>
<field name="no_delete" attrs="{'invisible': [('section_type', '!=', 'row')]}"/>
<field name="excel_cell" attrs="{'required': [('section_type', '=', 'data')],
'invisible': [('section_type', '!=', 'data')]}"/>
<field name="field_name" attrs="{'invisible': [('section_type', '!=', 'data')]}"/>
<field name="field_cond" attrs="{'invisible': [('section_type', '!=', 'data')]}"/>
</tree>
</field>
<group string="Post Import Hook">
<field name="post_import_hook" placeholder="${object.post_import_do_something()}"/>
</group>
<hr/>
<div style="margin-top: 4px;">
<h3>Help with Import Instruction</h3>
<p>
Import Instruction is how to get data from excel sheet and write them to an active record.
For example, user create a sales order document, and want to import order lines from excel.
In reverse direction to exporting, data from excel's cells will be mapped to record fields during import.
Cells can be mapped to record in header section (_HEAD_) and data table can be mapped to row section (one2many field, begins from specifed cells.
</p>
<ul>
<li>In header section, map cells (e.g., B1, B2) into data fields (e.g., number, partner_id).</li>
<li>In row section, data table from excel can be imported to one2many row field (e.g., order_line) by mapping cells on first row onwards (e.g., A6, B6, C6) to fields (e.g., product_id, uom_id, qty) </li>
</ul>
<p>Following are more explaination on each column:</p>
<ul>
<li><b>Sheet</b>: Name (e.g., Sheet 1) or index (e.g., 1) of excel sheet</li>
<li><b>Row Field</b>: Use _HEAD_ for the record itself, and one2many field (e.g., line_ids) for row data</li>
<li><b>No Delete</b>: By default, all one2many lines will be deleted before import. Select this, to avoid deletion</li>
<li><b>Cell</b>: Location of data in excel sheet (e.g., A1, B1, ...)</li>
<li><b>Field</b>: Field of the record to be imported to, e.g., product_id</li>
<li><b>Field Cond.</b>: Python code in <code>${...}</code> value will represent data from excel cell, e.g., if A1 = 'ABC', <code>value</code> will represent 'ABC', e.g., <code>${value == "ABC" and "X" or "Y"}</code> thus can change from cell value to other value for import.</li>
</ul>
<p><b>Note:</b></p>
For code block <code>${...}</code>, following object are available,
<ul>
<li><code>value</code>: value from <b>Cell</b></li>
<li><code>model</code>: active model, e.g., self.env['my.model']</li>
<li><code>date, datetime, time</code>: some useful python classes</li>
</ul>
</div>
</page>
<page string="Input Instruction (Dict.)">
<field name="input_instruction"/>
<field name="show_instruction"/><label for="show_instruction"/>
<field name="instruction" attrs="{'invisible': [('show_instruction', '=', False)]}"/>
<hr/>
<div style="margin-top: 4px;">
<h3>Sample Input Instruction as Dictionary</h3>
<p>
Following show very simple example of the dictionary construct.
Normally, this will be within templates.xml file within addons.
</p>
<pre>
<code class="oe_grey">
{
'__EXPORT__': {
'sale_order': { # sheet can be name (string) or index (integer)
'_HEAD_': {
'B2': 'partner_id.display_name${value or ""}#{align=left;style=text}',
'B3': 'name${value or ""}#{align=left;style=text}',
},
'line_ids': { # prefix with _CONT_ to continue rows from previous row field
'A6': 'product_id.display_name${value or ""}#{style=text}',
'C6': 'product_uom_qty${value or 0}#{style=number}',
'E6': 'price_unit${value or 0}#{style=number}',
'G6': 'price_subtotal${value or 0}#{style=number}',
},
},
},
'__IMPORT__': {
'sale_order': { # sheet can be name (string) or index (integer)
'order_line': { # prefix with _NODEL_ to not delete rows before import
'A6': 'product_id',
'C6': 'product_uom_qty',
'E6': 'price_unit${value > 0 and value or 0}',
},
},
},
'__POST_IMPORT__': '${object.post_import_do_something()}',
}
</code>
</pre>
</div>
</page>
</notebook>
</sheet>
</form>
</field>
</record>
<record id="action_xlsx_template" model="ir.actions.act_window">
<field name="name">XLSX Templates</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">xlsx.template</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to create a XLSX Template Object.
</p>
</field>
</record>
<menuitem id="menu_excel_import_export"
name="Excel Import/Export"
parent="base.menu_custom"
sequence="130"/>
<menuitem id="menu_xlsx_template"
parent="menu_excel_import_export"
action="action_xlsx_template"
sequence="10"/>
</odoo>

2
excel_import_export/wizard/__init__.py

@ -0,0 +1,2 @@
from . import export_xlsx_wizard
from . import import_xlsx_wizard

82
excel_import_export/wizard/export_xlsx_wizard.py

@ -0,0 +1,82 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from odoo import models, fields, api, _
from odoo.exceptions import ValidationError
class ExportXLSXWizard(models.TransientModel):
""" This wizard is used with the template (xlsx.template) to export
xlsx template filled with data form the active record """
_name = 'export.xlsx.wizard'
_description = 'Wizard for exporting excel'
name = fields.Char(
string='File Name',
readonly=True,
size=500,
)
data = fields.Binary(
string='File',
readonly=True,
)
template_id = fields.Many2one(
'xlsx.template',
string='Template',
required=True,
ondelete='cascade',
domain=lambda self: self._context.get('template_domain', []),
)
res_id = fields.Integer(
string='Resource ID',
readonly=True,
required=True,
)
res_model = fields.Char(
string='Resource Model',
readonly=True,
required=True,
size=500,
)
state = fields.Selection(
[('choose', 'Choose'),
('get', 'Get')],
default='choose',
help="* Choose: wizard show in user selection mode"
"\n* Get: wizard show results from user action",
)
@api.model
def default_get(self, fields):
res_model = self._context.get('active_model', False)
res_id = self._context.get('active_id', False)
template_domain = self._context.get('template_domain', [])
templates = self.env['xlsx.template'].search(template_domain)
if not templates:
raise ValidationError(_('No template found'))
defaults = super(ExportXLSXWizard, self).default_get(fields)
for template in templates:
if not template.datas:
raise ValidationError(_('No file in %s') % (template.name,))
defaults['template_id'] = len(templates) == 1 and templates.id or False
defaults['res_id'] = res_id
defaults['res_model'] = res_model
return defaults
@api.multi
def action_export(self):
self.ensure_one()
Export = self.env['xlsx.export']
out_file, out_name = Export.export_xlsx(self.template_id,
self.res_model,
self.res_id)
self.write({'state': 'get', 'data': out_file, 'name': out_name})
return {
'type': 'ir.actions.act_window',
'res_model': 'export.xlsx.wizard',
'view_mode': 'form',
'view_type': 'form',
'res_id': self.id,
'views': [(False, 'form')],
'target': 'new',
}

39
excel_import_export/wizard/export_xlsx_wizard.xml

@ -0,0 +1,39 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019 Ecosoft Co., Ltd.
License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).-->
<odoo>
<record id="export_xlsx_wizard" model="ir.ui.view">
<field name="name">export.xlsx.wizard</field>
<field name="model">export.xlsx.wizard</field>
<field name="arch" type="xml">
<form string="Get Import Template">
<field invisible="1" name="state"/>
<field name="name" invisible="1"/>
<group states="choose">
<group>
<field name="template_id" widget="selection"/>
</group>
<group>
<field name="res_model" invisible="1"/>
<field name="res_id" invisible="1"/>
</group>
</group>
<div states="get">
<h2>Complete Prepare File (.xlsx)</h2>
<p>Here is the exported file: <field name="data" readonly="1" filename="name"/></p>
</div>
<footer states="choose">
<button name="action_export" string="Export" type="object" class="oe_highlight"/> or
<button special="cancel" string="Cancel" type="object" class="oe_link"/>
</footer>
<footer states="get">
<button special="cancel" string="Close" type="object"/>
</footer>
</form>
</field>
</record>
</odoo>

146
excel_import_export/wizard/import_xlsx_wizard.py

@ -0,0 +1,146 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from odoo import models, fields, api, _
from odoo.exceptions import ValidationError, RedirectWarning
class ImportXLSXWizard(models.TransientModel):
""" This wizard is used with the template (xlsx.template) to import
xlsx template back to active record """
_name = 'import.xlsx.wizard'
_description = 'Wizard for importing excel'
import_file = fields.Binary(
string='Import File (*.xlsx)',
)
template_id = fields.Many2one(
'xlsx.template',
string='Template',
required=True,
ondelete='set null',
domain=lambda self: self._context.get('template_domain', []),
)
res_id = fields.Integer(
string='Resource ID',
readonly=True,
)
res_model = fields.Char(
string='Resource Model',
readonly=True,
size=500,
)
datas = fields.Binary(
string='Sample',
related='template_id.datas',
readonly=True,
)
fname = fields.Char(
string='Template Name',
related='template_id.fname',
readonly=True,
)
attachment_ids = fields.Many2many(
'ir.attachment',
string='Import File(s) (*.xlsx)',
required=True,
help="You can select multiple files to import.",
)
state = fields.Selection(
[('choose', 'Choose'),
('get', 'Get')],
default='choose',
help="* Choose: wizard show in user selection mode"
"\n* Get: wizard show results from user action",
)
@api.model
def view_init(self, fields_list):
""" This template only works on some context of active record """
res = super(ImportXLSXWizard, self).view_init(fields_list)
res_model = self._context.get('active_model', False)
res_id = self._context.get('active_id', False)
if not res_model or not res_id:
return res
record = self.env[res_model].browse(res_id)
messages = []
valid = True
# For all import, only allow import in draft state (for documents)
import_states = self._context.get('template_import_states', [])
if import_states: # states specified in context, test this
if 'state' in record and \
record['state'] not in import_states:
messages.append(
_('Document must be in %s states') % import_states)
valid = False
else: # no specific state specified, test with draft
if 'state' in record and 'draft' not in record['state']: # not in
messages.append(_('Document must be in draft state'))
valid = False
# Context testing
if self._context.get('template_context', False):
template_context = self._context['template_context']
for key, value in template_context.iteritems():
if key not in record or \
(record._fields[key].type == 'many2one' and
record[key].id or record[key]) != value:
valid = False
messages.append(
_('This import action is not usable '
'in this document context'))
break
if not valid:
raise ValidationError('\n'.join(messages))
return res
@api.model
def default_get(self, fields):
res_model = self._context.get('active_model', False)
res_id = self._context.get('active_id', False)
template_domain = self._context.get('template_domain', [])
templates = self.env['xlsx.template'].search(template_domain)
if not templates:
raise ValidationError(_('No template found'))
defaults = super(ImportXLSXWizard, self).default_get(fields)
for template in templates:
if not template.datas:
act = self.env.ref('excel_import_export.action_xlsx_template')
raise RedirectWarning(
_('File "%s" not found in template, %s.') %
(template.fname, template.name),
act.id, _('Set Templates'))
defaults['template_id'] = len(templates) == 1 and template.id or False
defaults['res_id'] = res_id
defaults['res_model'] = res_model
return defaults
@api.multi
def action_import(self):
self.ensure_one()
Import = self.env['xlsx.import']
res_ids = []
if self.import_file:
record = Import.import_xlsx(self.import_file, self.template_id,
self.res_model, self.res_id)
res_ids = [record.id]
elif self.attachment_ids:
for attach in self.attachment_ids:
record = Import.import_xlsx(attach.datas, self.template_id)
res_ids.append(record.id)
else:
raise ValidationError(_('Please select Excel file to import'))
# If redirect_action is specified, do redirection
if self.template_id.redirect_action:
vals = self.template_id.redirect_action.read()[0]
vals['domain'] = [('id', 'in', res_ids)]
return vals
self.write({'state': 'get'})
return {
'type': 'ir.actions.act_window',
'res_model': self._name,
'view_mode': 'form',
'view_type': 'form',
'res_id': self.id,
'views': [(False, 'form')],
'target': 'new',
}

44
excel_import_export/wizard/import_xlsx_wizard.xml

@ -0,0 +1,44 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019 Ecosoft Co., Ltd.
License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).-->
<odoo>
<record id="import_xlsx_wizard" model="ir.ui.view">
<field name="name">import.xlsx.wizard</field>
<field name="model">import.xlsx.wizard</field>
<field name="arch" type="xml">
<form string="Import File Template">
<field name="state" invisible="1"/>
<group states="choose">
<group>
<field name="import_file" attrs="{'invisible': [('res_id', '=', False)]}"/>
<field name="attachment_ids" widget="many2many_binary" nolabel="1"
attrs="{'invisible': [('res_id', '!=', False)]}"/>
</group>
<group>
<field name="template_id" widget="selection"/>
<field name="fname" invisible="1"/>
<field name="datas" filename="fname"/>
<field name="res_model" invisible="1"/>
<field name="res_id" invisible="1"/>
</group>
</group>
<group states="get">
<p>
Import Successful!
</p>
</group>
<footer states="choose">
<button name="action_import" string="Import" type="object" class="oe_highlight"/>
or
<button string="Cancel" class="oe_link" special="cancel"/>
</footer>
<footer states="get">
<button string="Close" class="oe_link" special="cancel"/>
</footer>
</form>
</field>
</record>
</odoo>

112
excel_import_export_demo/README.rst

@ -0,0 +1,112 @@
========================
Excel Import/Export Demo
========================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge2| image:: https://img.shields.io/badge/github-OCA%2Fserver--tools-lightgray.png?logo=github
:target: https://github.com/OCA/server-tools/tree/12-add-excel_import_export/excel_import_export_demo
:alt: OCA/server-tools
.. |badge3| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/server-tools-12-add-excel_import_export/server-tools-12-add-excel_import_export-excel_import_export_demo
:alt: Translate me on Weblate
.. |badge4| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/149/12-add-excel_import_export
:alt: Try me on Runbot
|badge1| |badge2| |badge3| |badge4|
This module provide some example use case for excel_import_export
1. Import/Export Sales Order (import_export_sale_order)
2. Import New Sales Orders (import_sale_orders)
3. Sales Orders Report (report_sale_order)
**Table of contents**
.. contents::
:local:
Installation
============
To install this module, you need to install **excel_import_export**
Then, simply install **excel_import_export_demo**.
Usage
=====
**Use Case 1:** Export/Import Excel on existing document
To test this use case, go to any Sales Order and use Export Excel or Import Excel in action menu.
**Use Case 2:** Import Excel Files
To test this use case, go to Settings > Excel Import/Export > Sample Import Sales Order
**Use Case 3:** Create Excel Report
To test this use case, go to Settings > Excel Import/Export > Sample Sales Report
Changelog
=========
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_demo%0Aversion:%2012-add-excel_import_export%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)
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
.. |maintainer-kittiu| image:: https://github.com/kittiu.png?size=40px
:target: https://github.com/kittiu
: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-add-excel_import_export/excel_import_export_demo>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

5
excel_import_export_demo/__init__.py

@ -0,0 +1,5 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from . import import_export_sale_order
from . import report_sale_order

22
excel_import_export_demo/__manifest__.py

@ -0,0 +1,22 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
{'name': 'Excel Import/Export Demo',
'version': '12.0.1.0.0',
'author': 'Ecosoft,Odoo Community Association (OCA)',
'license': 'AGPL-3',
'website': 'https://github.com/OCA/server-tools/',
'category': 'Tools',
'depends': ['excel_import_export',
'sale_management'],
'data': ['import_export_sale_order/actions.xml',
'import_export_sale_order/templates.xml',
'report_sale_order/report_sale_order.xml',
'report_sale_order/templates.xml',
'import_sale_orders/menu_action.xml',
'import_sale_orders/templates.xml',
],
'installable': True,
'development_status': 'alpha',
'maintainers': ['kittiu'],
}

32
excel_import_export_demo/import_export_sale_order/actions.xml

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<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019 Ecosoft Co., Ltd.
License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).-->
<odoo>
<act_window id="action_sale_oder_export_xlsx"
name="Export Excel"
res_model="export.xlsx.wizard"
src_model="sale.order"
view_mode="form"
target="new"
context="{
'template_domain': [('res_model', '=', 'sale.order'),
('fname', '=', 'sale_order.xlsx'),
('gname', '=', False)],
}"/>
<act_window id="action_sale_oder_import_xlsx"
name="Import Excel"
res_model="import.xlsx.wizard"
src_model="sale.order"
view_mode="form"
target="new"
context="{
'template_domain': [('res_model', '=', 'sale.order'),
('fname', '=', 'sale_order.xlsx'),
('gname', '=', False)],
'template_context': {},
'template_import_states': [],
}"/>
</odoo>

BIN
excel_import_export_demo/import_export_sale_order/sale_order.xlsx

52
excel_import_export_demo/import_export_sale_order/templates.xml

@ -0,0 +1,52 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019 Ecosoft Co., Ltd.
License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).-->
<odoo>
<record id="sale_order_xlsx_template" model="xlsx.template">
<field name="res_model">sale.order</field>
<field name="fname">sale_order.xlsx</field>
<field name="name">Sale Order Template</field>
<field name="description">Sample Sales Order Tempalte for testing</field>
<field name="input_instruction">
{
'__EXPORT__': {
'sale_order': {
'_HEAD_': {
'B2': 'partner_id.display_name${value or ""}#{align=left;style=text}',
'B3': 'name${value or ""}#{align=left;style=text}',
},
'order_line': {
'A6': 'product_id.display_name${value or ""}#{style=text}',
'B6': 'name${value or ""}#{style=text}',
'C6': 'product_uom_qty${value or 0}#{style=number}',
'D6': 'product_uom.name${value or ""}#{style=text}',
'E6': 'price_unit${value or 0}#{style=number}',
'F6': 'tax_id${value and ",".join([x.display_name for x in value]) or ""}',
'G6': 'price_subtotal${value or 0}#{style=number}',
}
}
},
'__IMPORT__': {
'sale_order': {
'_NODEL_order_line': {
'A6': 'product_id',
'B6': 'name',
'C6': 'product_uom_qty',
'D6': 'product_uom',
'E6': 'price_unit',
'F6': 'tax_id',
}
}
},
# '__POST_IMPORT__': '${object.post_import_do_something()}',
}
</field>
</record>
<function model="xlsx.template" name="load_xlsx_template">
<value eval="[ref('sale_order_xlsx_template')]"/>
</function>
</odoo>

BIN
excel_import_export_demo/import_sale_orders/import_sale_order.xlsx

25
excel_import_export_demo/import_sale_orders/menu_action.xml

@ -0,0 +1,25 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019 Ecosoft Co., Ltd.
License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).-->
<odoo>
<record id="action_import_sale_order" model="ir.actions.act_window">
<field name="name">Sample Import Sale Order</field>
<field name="res_model">import.xlsx.wizard</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="target">new</field>
<field name="context">{
'template_domain': [('res_model', '=', 'sale.order'),
('fname', '=', 'import_sale_order.xlsx'),
('gname', '=', False)], }
</field>
</record>
<menuitem id="menu_import_sale_order"
parent="excel_import_export.menu_excel_import_export"
action="action_import_sale_order"
sequence="30"/>
</odoo>

38
excel_import_export_demo/import_sale_orders/templates.xml

@ -0,0 +1,38 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019 Ecosoft Co., Ltd.
License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).-->
<odoo>
<record id="import_sale_order_xlsx_template" model="xlsx.template">
<field name="res_model">sale.order</field>
<field name="fname">import_sale_order.xlsx</field>
<field name="name">Import Sale Order Template</field>
<field name="description">Sample Import Sales Order Tempalte for testing</field>
<field name="redirect_action" ref="sale.action_orders"/>
<field name="input_instruction">
{
'__IMPORT__': {
'sale_order': {
'_HEAD_': {
'B2': 'partner_id',
},
'order_line': {
'A6': 'product_id',
'B6': 'name',
'C6': 'product_uom_qty',
'D6': 'product_uom',
'E6': 'price_unit',
'F6': 'tax_id',
}
}
},
}
</field>
</record>
<function model="xlsx.template" name="load_xlsx_template">
<value eval="[ref('import_sale_order_xlsx_template')]"/>
</function>
</odoo>

1
excel_import_export_demo/readme/CONTRIBUTORS.rst

@ -0,0 +1 @@
* Kitti Upariphutthiphong. <kittiu@gmail.com> (http://ecosoft.co.th)

5
excel_import_export_demo/readme/DESCRIPTION.rst

@ -0,0 +1,5 @@
This module provide some example use case for excel_import_export
1. Import/Export Sales Order (import_export_sale_order)
2. Import New Sales Orders (import_sale_orders)
3. Sales Orders Report (report_sale_order)

4
excel_import_export_demo/readme/HISTORY.rst

@ -0,0 +1,4 @@
12.0.1.0.0 (2019-02-24)
~~~~~~~~~~~~~~~~~~~~~~~
* Start of the history

3
excel_import_export_demo/readme/INSTALL.rst

@ -0,0 +1,3 @@
To install this module, you need to install **excel_import_export**
Then, simply install **excel_import_export_demo**.

11
excel_import_export_demo/readme/USAGE.rst

@ -0,0 +1,11 @@
**Use Case 1:** Export/Import Excel on existing document
To test this use case, go to any Sales Order and use Export Excel or Import Excel in action menu.
**Use Case 2:** Import Excel Files
To test this use case, go to Settings > Excel Import/Export > Sample Import Sales Order
**Use Case 3:** Create Excel Report
To test this use case, go to Settings > Excel Import/Export > Sample Sales Report

4
excel_import_export_demo/report_sale_order/__init__.py

@ -0,0 +1,4 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from . import report_sale_order

35
excel_import_export_demo/report_sale_order/report_sale_order.py

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# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from openerp import models, fields, api
class ReportSaleOrder(models.TransientModel):
_name = 'report.sale.order'
_description = 'Wizard for report.sale.order'
_inherit = 'xlsx.report'
# Search Criteria
partner_id = fields.Many2one(
'res.partner',
string='Partner',
)
# Report Result, sale.order
results = fields.Many2many(
'sale.order',
string='Results',
compute='_compute_results',
help='Use compute fields, so there is nothing stored in database',
)
@api.multi
def _compute_results(self):
""" On the wizard, result will be computed and added to results line
before export to excel, by using xlsx.export
"""
self.ensure_one()
Result = self.env['sale.order']
domain = []
if self.partner_id:
domain += [('partner_id', '=', self.partner_id.id)]
self.results = Result.search(domain)

BIN
excel_import_export_demo/report_sale_order/report_sale_order.xlsx

41
excel_import_export_demo/report_sale_order/report_sale_order.xml

@ -0,0 +1,41 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019 Ecosoft Co., Ltd.
License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).-->
<odoo>
<record id="report_sale_order" model="ir.ui.view">
<field name="name">report.sale.order</field>
<field name="model">report.sale.order</field>
<field name="inherit_id" ref="excel_import_export.xlsx_report_view"/>
<field name="mode">primary</field>
<field name="arch" type="xml">
<xpath expr="//group[@name='criteria']" position="inside">
<group>
<field name="partner_id"/>
</group>
<group>
</group>
</xpath>
</field>
</record>
<record id="action_report_sale_order" model="ir.actions.act_window">
<field name="name">Sample Sales Report</field>
<field name="res_model">report.sale.order</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="target">new</field>
<field name="context">
{'template_domain': [('res_model', '=', 'report.sale.order'),
('fname', '=', 'report_sale_order.xlsx'),
('gname', '=', False)]}
</field>
</record>
<menuitem id="menu_report_sale_order"
parent="excel_import_export.menu_excel_import_export"
action="action_report_sale_order"
sequence="20"/>
</odoo>

36
excel_import_export_demo/report_sale_order/templates.xml

@ -0,0 +1,36 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2019 Ecosoft Co., Ltd.
License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).-->
<odoo>
<record id="report_sale_order_template" model="xlsx.template">
<field name="res_model">report.sale.order</field>
<field name="fname">report_sale_order.xlsx</field>
<field name="name">Report Sale Order Template</field>
<field name="description">Sample Report Sales Order Tempalte for testing</field>
<field name="input_instruction">
{
'__EXPORT__': {
1: {
'_HEAD_': {
'B2': 'partner_id.display_name${value or ""}#{align=left;style=text}',
},
'results': {
'A5': 'name${value or ""}#{style=text}',
'B5': 'confirmation_date${value or ""}#{style=date}',
'C5': 'amount_untaxed${value or 0}#{style=number}@{sum}',
'D5': 'amount_tax${value or 0}#{style=number}@{sum}',
'E5': 'amount_total${value or 0}#{style=number}@{sum}',
},
},
},
}
</field>
</record>
<function model="xlsx.template" name="load_xlsx_template">
<value eval="[ref('report_sale_order_template')]"/>
</function>
</odoo>

455
excel_import_export_demo/static/description/index.html

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<div class="document" id="excel-import-export-demo">
<h1 class="title">Excel Import/Export Demo</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><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/OCA/server-tools/tree/12-add-excel_import_export/excel_import_export_demo"><img alt="OCA/server-tools" src="https://img.shields.io/badge/github-OCA%2Fserver--tools-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/server-tools-12-add-excel_import_export/server-tools-12-add-excel_import_export-excel_import_export_demo"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/149/12-add-excel_import_export"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module provide some example use case for excel_import_export</p>
<ol class="arabic simple">
<li>Import/Export Sales Order (import_export_sale_order)</li>
<li>Import New Sales Orders (import_sale_orders)</li>
<li>Sales Orders Report (report_sale_order)</li>
</ol>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="id2">Installation</a></li>
<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
<li><a class="reference internal" href="#changelog" id="id4">Changelog</a><ul>
<li><a class="reference internal" href="#id1" id="id5">12.0.1.0.0 (2019-02-24)</a></li>
</ul>
</li>
<li><a class="reference internal" href="#bug-tracker" id="id6">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id7">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id8">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id9">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id10">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="installation">
<h1><a class="toc-backref" href="#id2">Installation</a></h1>
<p>To install this module, you need to install <strong>excel_import_export</strong></p>
<p>Then, simply install <strong>excel_import_export_demo</strong>.</p>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id3">Usage</a></h1>
<p><strong>Use Case 1:</strong> Export/Import Excel on existing document</p>
<p>To test this use case, go to any Sales Order and use Export Excel or Import Excel in action menu.</p>
<p><strong>Use Case 2:</strong> Import Excel Files</p>
<p>To test this use case, go to Settings &gt; Excel Import/Export &gt; Sample Import Sales Order</p>
<p><strong>Use Case 3:</strong> Create Excel Report</p>
<p>To test this use case, go to Settings &gt; Excel Import/Export &gt; Sample Sales Report</p>
</div>
<div class="section" id="changelog">
<h1><a class="toc-backref" href="#id4">Changelog</a></h1>
<div class="section" id="id1">
<h2><a class="toc-backref" href="#id5">12.0.1.0.0 (2019-02-24)</a></h2>
<ul class="simple">
<li>Start of the history</li>
</ul>
</div>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id6">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-tools/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/OCA/server-tools/issues/new?body=module:%20excel_import_export_demo%0Aversion:%2012-add-excel_import_export%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>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#id7">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id8">Authors</a></h2>
<ul class="simple">
<li>Ecosoft</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id9">Contributors</a></h2>
<ul class="simple">
<li>Kitti Upariphutthiphong. &lt;<a class="reference external" href="mailto:kittiu&#64;gmail.com">kittiu&#64;gmail.com</a>&gt; (<a class="reference external" href="http://ecosoft.co.th">http://ecosoft.co.th</a>)</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id10">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/kittiu"><img alt="kittiu" src="https://github.com/kittiu.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-tools/tree/12-add-excel_import_export/excel_import_export_demo">OCA/server-tools</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
</body>
</html>

5
excel_import_export_demo/tests/__init__.py

@ -0,0 +1,5 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from . import test_xlsx_template
from . import test_xlsx_import_export
from . import test_xlsx_report

BIN
excel_import_export_demo/tests/sale_order.xlsx

130
excel_import_export_demo/tests/test_common.py

@ -0,0 +1,130 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from odoo.tests.common import SingleTransactionCase
class TestExcelImportExport(SingleTransactionCase):
@classmethod
def setUpClass(cls):
super(TestExcelImportExport, cls).setUpClass()
@classmethod
def setUpXLSXTemplate(cls):
cls.template_obj = cls.env['xlsx.template']
# Create xlsx.template using input_instruction
input_instruction = {
'__EXPORT__': {
'sale_order': {
'_HEAD_': {
'B2': 'partner_id.display_name${value or ""}'
'#{align=left;style=text}',
'B3': 'name${value or ""}#{align=left;style=text}',
},
'order_line': {
'A6': 'product_id.display_name${value or ""}'
'#{style=text}',
'B6': 'name${value or ""}#{style=text}',
'C6': 'product_uom_qty${value or 0}#{style=number}',
'D6': 'product_uom.name${value or ""}#{style=text}',
'E6': 'price_unit${value or 0}#{style=number}',
'F6': 'tax_id${value and ","'
'.join([x.display_name for x in value]) or ""}',
'G6': 'price_subtotal${value or 0}#{style=number}',
}
}
},
'__IMPORT__': {
'sale_order': {
'order_line': {
'A6': 'product_id',
'B6': 'name',
'C6': 'product_uom_qty',
'D6': 'product_uom',
'E6': 'price_unit',
'F6': 'tax_id',
}
}
},
# '__POST_IMPORT__': '${object.post_import_do_something()}',
}
vals = {
'res_model': 'sale.order',
'fname': 'sale_order.xlsx',
'name': 'Sale Order Template',
'description': 'Sample Sales Order Tempalte for testing',
'input_instruction': str(input_instruction),
}
cls.sample_template = cls.template_obj.create(vals)
@classmethod
def setUpSaleOrder(cls):
cls.setUpPrepSaleOrder()
# Create a Sales Order
product_line = {
'name': cls.product_order.name,
'product_id': cls.product_order.id,
'product_uom_qty': 2,
'product_uom': cls.product_order.uom_id.id,
'price_unit': cls.product_order.list_price,
'tax_id': False,
}
cls.sale_order = cls.env['sale.order'].create({
'partner_id': cls.partner.id,
'order_line': [(0, 0, product_line), (0, 0, product_line)],
})
@classmethod
def setUpManySaleOrder(cls):
cls.setUpPrepSaleOrder()
# Create a Sales Order
product_line = {
'name': cls.product_order.name,
'product_id': cls.product_order.id,
'product_uom_qty': 2,
'product_uom': cls.product_order.uom_id.id,
'price_unit': cls.product_order.list_price,
'tax_id': False,
}
for i in range(10):
cls.env['sale.order'].create({
'partner_id': cls.partner.id,
'order_line': [(0, 0, product_line), (0, 0, product_line)],
})
@classmethod
def setUpPrepSaleOrder(cls):
categ_ids = cls.env['res.partner.category'].search([]).ids
cls.partner = cls.env['res.partner'].create({
'name': 'Test Partner',
'category_id': [(6, 0, categ_ids)],
})
# Create a Product
user_type_income = \
cls.env.ref('account.data_account_type_direct_costs')
cls.account_income_product = cls.env['account.account'].create({
'code': 'INCOME_PROD111',
'name': 'Icome - Test Account',
'user_type_id': user_type_income.id,
})
# Create category
cls.product_category = cls.env['product.category'].create({
'name': 'Product Category with Income account',
'property_account_income_categ_id': cls.account_income_product.id
})
# Products
uom_unit = cls.env.ref('uom.product_uom_unit')
cls.product_order = cls.env['product.product'].create({
'name': "Test Product",
'standard_price': 235.0,
'list_price': 280.0,
'type': 'consu',
'uom_id': uom_unit.id,
'uom_po_id': uom_unit.id,
'invoice_policy': 'order',
'expense_policy': 'no',
'default_code': 'PROD_ORDER',
'service_type': 'manual',
'taxes_id': False,
'categ_id': cls.product_category.id,
})

48
excel_import_export_demo/tests/test_xlsx_import_export.py

@ -0,0 +1,48 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from .test_common import TestExcelImportExport
from odoo.tests.common import Form
class TestXLSXImportExport(TestExcelImportExport):
@classmethod
def setUpClass(cls):
super(TestExcelImportExport, cls).setUpClass()
def test_xlsx_export_import(self):
""" Test Export Excel from Sales Order """
# Create Sales Order
self.setUpSaleOrder()
# ----------- EXPORT ---------------
ctx = {'active_model': 'sale.order',
'active_id': self.sale_order.id,
'template_domain': [('res_model', '=', 'sale.order'),
('fname', '=', 'sale_order.xlsx'),
('gname', '=', False)], }
f = Form(self.env['export.xlsx.wizard'].with_context(ctx))
export_wizard = f.save()
# Test whether it loads correct template
self.assertEqual(export_wizard.template_id,
self.env.ref('excel_import_export_demo.'
'sale_order_xlsx_template'))
# Export excel
export_wizard.action_export()
self.assertTrue(export_wizard.data)
self.export_file = export_wizard.data
# ----------- IMPORT ---------------
ctx = {'active_model': 'sale.order',
'active_id': self.sale_order.id,
'template_domain': [('res_model', '=', 'sale.order'),
('fname', '=', 'sale_order.xlsx'),
('gname', '=', False)], }
with Form(self.env['import.xlsx.wizard'].with_context(ctx)) as f:
f.import_file = self.export_file
import_wizard = f.save()
# Test whether it loads correct template
self.assertEqual(import_wizard.template_id,
self.env.ref('excel_import_export_demo.'
'sale_order_xlsx_template'))
# Import Excel
import_wizard.action_import()

29
excel_import_export_demo/tests/test_xlsx_report.py

@ -0,0 +1,29 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from .test_common import TestExcelImportExport
from odoo.tests.common import Form
class TestXLSXReport(TestExcelImportExport):
@classmethod
def setUpClass(cls):
super(TestXLSXReport, cls).setUpClass()
def test_xlsx_report(self):
""" Test Report from Sales Order """
# Create Many Sales Orders
self.setUpManySaleOrder()
ctx = {'template_domain': [('res_model', '=', 'report.sale.order'),
('fname', '=', 'report_sale_order.xlsx'),
('gname', '=', False)], }
with Form(self.env['report.sale.order'].with_context(ctx)) as f:
f.partner_id = self.partner
report_wizard = f.save()
# Test whether it loads correct template
self.assertEqual(report_wizard.template_id,
self.env.ref('excel_import_export_demo.'
'report_sale_order_template'))
# Report excel
report_wizard.report_xlsx()
self.assertTrue(report_wizard.data)

62
excel_import_export_demo/tests/test_xlsx_template.py

@ -0,0 +1,62 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from ast import literal_eval
from .test_common import TestExcelImportExport
class TestXLSXTemplate(TestExcelImportExport):
@classmethod
def setUpClass(cls):
super(TestExcelImportExport, cls).setUpClass()
def test_xlsx_tempalte(self):
""" Test XLSX Tempalte input and output instruction """
self.setUpXLSXTemplate()
instruction_dict = literal_eval(self.sample_template.instruction)
self.assertDictEqual(
instruction_dict,
{
'__EXPORT__': {
'sale_order': {
'_HEAD_': {
'B2': 'partner_id.display_name${value or ""}'
'#{align=left;style=text}#??',
'B3': 'name${value or ""}'
'#{align=left;style=text}#??'},
'order_line': {
'A6': 'product_id.display_name${value or ""}'
'#{style=text}#??',
'B6': 'name${value or ""}#{style=text}#??',
'C6': 'product_uom_qty${value or 0}'
'#{style=number}#??',
'D6': 'product_uom.name${value or ""}'
'#{style=text}#??',
'E6': 'price_unit${value or 0}#{style=number}#??',
'F6': 'tax_id${value and ",".join([x.display_name '
'for x in value]) or ""}#{}#??',
'G6': 'price_subtotal${value or 0}'
'#{style=number}#??'
}
}
},
'__IMPORT__': {
'sale_order': {
'order_line': {
'A6': 'product_id',
'B6': 'name',
'C6': 'product_uom_qty',
'D6': 'product_uom',
'E6': 'price_unit',
'F6': 'tax_id',
}
}
},
'__POST_IMPORT__': False
}
)
# Finally load excel file into this new template
self.assertFalse(self.sample_template.datas) # Not yet loaded
self.template_obj.load_xlsx_template([self.sample_template.id],
addon='excel_import_export_demo')
self.assertTrue(self.sample_template.datas) # Loaded successfully

5
requirements.txt

@ -1 +1,4 @@
raven
raven
openpyxl
xlrd
xlwt
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