@ -43,7 +43,7 @@ To install this module, you need to install following python library, **xlrd, xl
Then, simply install **excel_import_export**.
Then, simply install **excel_import_export**.
For samples, install **excel_import_export_sample**.
For demo, install **excel_import_export_demo**.
Usage
Usage
=====
=====
@ -61,11 +61,11 @@ For reporting, also call `export_xlsx(...)` but through following method
After install this module, go to Settings > Excel Import/Export > XLSX Templates, this is where the key component located.
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**
As this module provide tools, it is best to explain as use cases. For example use cases, please install **excel_import_export_demo**
**Use Case 1:** Export/Import Excel on existing document
**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)
This add export/import action menus in existing document (example - excel_import_export_demo/import_export_sale_order)
1. Create export action menu on document, <act_window> with res_model="export.xlsx.wizard" and src_model="<document_model>", and context['template_domain'] to locate the right template -- actions.xml
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
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
@ -74,7 +74,7 @@ This add export/import action menus in existing document (example - excel_import
**Use Case 2:** Import Excel Files
**Use Case 2:** Import Excel Files
With menu wizard to create new documents (example - excel_import_export_sample/import_sale_orders)
With menu wizard to create new documents (example - excel_import_export_demo/import_sale_orders)
1. Create report menu with search wizard, res_model="import.xlsx.wizard" and context['template_domain'] to locate the right template -- menu_action.xml
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
2. Create Excel Template File (.xlsx), in the template, name the underlining tab used for import -- <import file>.xlsx
@ -82,7 +82,7 @@ With menu wizard to create new documents (example - excel_import_export_sample/i
**Use Case 3:** Create Excel Report
**Use Case 3:** Create Excel Report
This create report menu with criteria wizard. (example - excel_import_export_sample/report_sale_order)
This create report menu with criteria wizard. (example - excel_import_export_demo/report_sale_order)
1. Create report's menu, action, and add context['template_domain'] to locate the right template for this report -- <report>.xml
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>
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>
@ -11,11 +11,11 @@ For reporting, also call `export_xlsx(...)` but through following method
After install this module, go to Settings > Excel Import/Export > XLSX Templates, this is where the key component located.
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**
As this module provide tools, it is best to explain as use cases. For example use cases, please install **excel_import_export_demo**
**Use Case 1:** Export/Import Excel on existing document
**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)
This add export/import action menus in existing document (example - excel_import_export_demo/import_export_sale_order)
1. Create export action menu on document, <act_window> with res_model="export.xlsx.wizard" and src_model="<document_model>", and context['template_domain'] to locate the right template -- actions.xml
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
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
@ -24,7 +24,7 @@ This add export/import action menus in existing document (example - excel_import
**Use Case 2:** Import Excel Files
**Use Case 2:** Import Excel Files
With menu wizard to create new documents (example - excel_import_export_sample/import_sale_orders)
With menu wizard to create new documents (example - excel_import_export_demo/import_sale_orders)
1. Create report menu with search wizard, res_model="import.xlsx.wizard" and context['template_domain'] to locate the right template -- menu_action.xml
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
2. Create Excel Template File (.xlsx), in the template, name the underlining tab used for import -- <import file>.xlsx
@ -32,7 +32,7 @@ With menu wizard to create new documents (example - excel_import_export_sample/i
**Use Case 3:** Create Excel Report
**Use Case 3:** Create Excel Report
This create report menu with criteria wizard. (example - excel_import_export_sample/report_sale_order)
This create report menu with criteria wizard. (example - excel_import_export_demo/report_sale_order)
1. Create report's menu, action, and add context['template_domain'] to locate the right template for this report -- <report>.xml
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>
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>
<p>After install this module, go to Settings > Excel Import/Export > XLSX Templates, this is where the key component located.</p>
<p>After install this module, go to Settings > Excel Import/Export > 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>As this module provide tools, it is best to explain as use cases. For example use cases, please install <strong>excel_import_export_demo</strong></p>
<p><strong>Use Case 1:</strong> Export/Import Excel on existing document</p>
<p><strong>Use Case 1:</strong> Export/Import Excel on existing document</p>
<li>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</li>
<li>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</li>
<li>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</li>
<li>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</li>
@ -424,14 +425,14 @@ ul.auto-toc {
<li>Create instruction dictionary for export/import in xlsx.template model – templates.xml</li>
<li>Create instruction dictionary for export/import in xlsx.template model – templates.xml</li>
</ol>
</ol>
<p><strong>Use Case 2:</strong> Import Excel Files</p>
<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>
<p>With menu wizard to create new documents (example - excel_import_export_demo/import_sale_orders)</p>
<olclass="arabic simple">
<olclass="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 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 – <import file>.xlsx</li>
<li>Create Excel Template File (.xlsx), in the template, name the underlining tab used for import – <import file>.xlsx</li>
<li>Create instruction dictionary for import in xlsx.template model – templates.xml</li>
<li>Create instruction dictionary for import in xlsx.template model – templates.xml</li>
</ol>
</ol>
<p><strong>Use Case 3:</strong> Create Excel Report</p>
<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>
<p>This create report menu with criteria wizard. (example - excel_import_export_demo/report_sale_order)</p>
<olclass="arabic simple">
<olclass="arabic simple">
<li>Create report’s menu, action, and add context[‘template_domain’] to locate the right template for this report – <report>.xml</li>
<li>Create report’s menu, action, and add context[‘template_domain’] to locate the right template for this report – <report>.xml</li>
<li>Create report’s wizard for search criteria. The view inherits <ttclass="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 – <report.xml></li>
<li>Create report’s wizard for search criteria. The view inherits <ttclass="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 – <report.xml></li>
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