diff --git a/excel_import_export/README.rst b/excel_import_export/README.rst index ae02e1653..03a4a5423 100644 --- a/excel_import_export/README.rst +++ b/excel_import_export/README.rst @@ -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, with res_model="export.xlsx.wizard" and src_model="", and context['template_domain'] to locate the right template -- actions.xml 2. Create import action menu on document, with res_model="import.xlsx.wizard" and src_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 -- .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 -- .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 -- @@ -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 =========== diff --git a/excel_import_export/static/description/index.html b/excel_import_export/static/description/index.html index 56f33669e..8b247d6a7 100644 --- a/excel_import_export/static/description/index.html +++ b/excel_import_export/static/description/index.html @@ -379,30 +379,31 @@ ul.auto-toc {

Table of contents

-

Installation

+

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.

+

For demo, install excel_import_export_demo.

-

Usage

+

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

    @@ -414,9 +415,9 @@ ul.auto-toc {
  • 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

+

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
    3. @@ -424,14 +425,14 @@ ul.auto-toc {
  3. 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)

+

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

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

Use Case 3: Create Excel Report

-

This create report menu with criteria wizard. (example - excel_import_export_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>
    3. @@ -441,23 +442,29 @@ ul.auto-toc {
-

Known issues / Roadmap

+

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

+

Changelog

+
+

12.0.1.0.2 (2019-06-24)

+ +
-

Bug Tracker

+

Bug Tracker

Bugs are tracked on GitHub 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 @@ -465,21 +472,21 @@ If you spotted it first, help us smashing it by providing a detailed and welcome

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

-

Credits

+

Credits

-

Authors

+

Authors

  • Ecosoft
-

Maintainers

+

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose