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[UPD] README.rst

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  1. 15
      excel_import_export/README.rst
  2. 57
      excel_import_export/static/description/index.html

15
excel_import_export/README.rst
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@ -43,7 +43,7 @@ To install this module, you need to install following python library, **xlrd, xl
Then, simply install **excel_import_export**.
For samples, install **excel_import_export_sample**.
For demo, install **excel_import_export_demo**.
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.
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
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
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
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
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
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
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>
@ -104,6 +104,11 @@ Changelog
* Start of the history
12.0.1.0.2 (2019-06-24)
~~~~~~~~~~~~~~~~~~~~~~~
* Fix wizard on v12 can't download sample template file - https://github.com/OCA/server-tools/issues/1574
Bug Tracker
===========

57
excel_import_export/static/description/index.html
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@ -379,30 +379,31 @@ ul.auto-toc {
<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>
<li><a class="reference internal" href="#installation" id="id3">Installation</a></li>
<li><a class="reference internal" href="#usage" id="id4">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id5">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#changelog" id="id6">Changelog</a><ul>
<li><a class="reference internal" href="#id1" id="id7">12.0.1.0.0 (2019-02-24)</a></li>
<li><a class="reference internal" href="#id2" id="id8">12.0.1.0.2 (2019-06-24)</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>
<li><a class="reference internal" href="#bug-tracker" id="id9">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id10">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id11">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id12">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id13">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="installation">
<h1><a class="toc-backref" href="#id2">Installation</a></h1>
<h1><a class="toc-backref" href="#id3">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>
<p>For demo, install <strong>excel_import_export_demo</strong>.</p>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id3">Usage</a></h1>
<h1><a class="toc-backref" href="#id4">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">
@ -414,9 +415,9 @@ ul.auto-toc {
<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>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>This add export/import action menus in existing document (example - excel_import_export_sample/import_export_sale_order)</p>
<p>This add export/import action menus in existing document (example - excel_import_export_demo/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>
@ -424,14 +425,14 @@ ul.auto-toc {
<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>
<p>With menu wizard to create new documents (example - excel_import_export_demo/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>
<p>This create report menu with criteria wizard. (example - excel_import_export_demo/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>
@ -441,23 +442,29 @@ ul.auto-toc {
</ol>
</div>
<div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#id4">Known issues / Roadmap</a></h1>
<h1><a class="toc-backref" href="#id5">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>
<h1><a class="toc-backref" href="#id6">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>
<h2><a class="toc-backref" href="#id7">12.0.1.0.0 (2019-02-24)</a></h2>
<ul class="simple">
<li>Start of the history</li>
</ul>
</div>
<div class="section" id="id2">
<h2><a class="toc-backref" href="#id8">12.0.1.0.2 (2019-06-24)</a></h2>
<ul class="simple">
<li>Fix wizard on v12 can’t download sample template file - <a class="reference external" href="https://github.com/OCA/server-tools/issues/1574">https://github.com/OCA/server-tools/issues/1574</a></li>
</ul>
</div>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id7">Bug Tracker</a></h1>
<h1><a class="toc-backref" href="#id9">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
@ -465,21 +472,21 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
<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>
<h1><a class="toc-backref" href="#id10">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id9">Authors</a></h2>
<h2><a class="toc-backref" href="#id11">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>
<h2><a class="toc-backref" href="#id12">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>
<h2><a class="toc-backref" href="#id13">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

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