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< meta http-equiv = "Content-Type" content = "text/html; charset=utf-8" / >
< meta name = "generator" content = "Docutils 0.15.1: http://docutils.sourceforge.net/" / >
< title > Excel Import/Export< / title >
< title > Excel Import/Export/Report < / title >
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< div class = "document" id = "excel-import-export" >
< h1 class = "title" > Excel Import/Export< / h1 >
< div class = "document" id = "excel-import-export-report " >
< h1 class = "title" > Excel Import/Export/Report < / h1 >
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!! This file is generated by oca-gen-addon-readme !!
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< 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 = "id4" > Installation< / a > < / li >
< li > < a class = "reference internal" href = "#usage" id = "id5" > Usage< / a > < / li >
< li > < a class = "reference internal" href = "#known-issues-roadmap" id = "id6" > Known issues / Roadmap< / a > < / li >
< li > < a class = "reference internal" href = "#changelog" id = "id7" > Changelog< / a > < ul >
< li > < a class = "reference internal" href = "#id1" id = "id8" > 12.0.1.0.2 (2019-08-07)< / a > < / li >
< li > < a class = "reference internal" href = "#id2" id = "id9" > 12.0.1.0.1 (2019-06-24)< / a > < / li >
< li > < a class = "reference internal" href = "#id3" id = "id10" > 12.0.1.0.0 (2019-02-24)< / a > < / li >
< li > < a class = "reference internal" href = "#installation" id = "id5" > Installation< / a > < / li >
< li > < a class = "reference internal" href = "#usage" id = "id6" > Usage< / a > < / li >
< li > < a class = "reference internal" href = "#known-issues-roadmap" id = "id7" > Known issues / Roadmap< / a > < / li >
< li > < a class = "reference internal" href = "#changelog" id = "id8" > Changelog< / a > < ul >
< li > < a class = "reference internal" href = "#id1" id = "id9" > 12.0.1.0.3 (2019-08-09)< / a > < / li >
< li > < a class = "reference internal" href = "#id2" id = "id10" > 12.0.1.0.2 (2019-08-07)< / a > < / li >
< li > < a class = "reference internal" href = "#id3" id = "id11" > 12.0.1.0.1 (2019-06-24)< / a > < / li >
< li > < a class = "reference internal" href = "#id4" id = "id12" > 12.0.1.0.0 (2019-02-24)< / a > < / li >
< / ul >
< / li >
< li > < a class = "reference internal" href = "#bug-tracker" id = "id11 " > Bug Tracker< / a > < / li >
< li > < a class = "reference internal" href = "#credits" id = "id12 " > Credits< / a > < ul >
< li > < a class = "reference internal" href = "#authors" id = "id13 " > Authors< / a > < / li >
< li > < a class = "reference internal" href = "#contributors" id = "id14 " > Contributors< / a > < / li >
< li > < a class = "reference internal" href = "#maintainers" id = "id15 " > Maintainers< / a > < / li >
< li > < a class = "reference internal" href = "#bug-tracker" id = "id13 " > Bug Tracker< / a > < / li >
< li > < a class = "reference internal" href = "#credits" id = "id14 " > Credits< / a > < ul >
< li > < a class = "reference internal" href = "#authors" id = "id15 " > Authors< / a > < / li >
< li > < a class = "reference internal" href = "#contributors" id = "id16 " > Contributors< / a > < / li >
< li > < a class = "reference internal" href = "#maintainers" id = "id17 " > Maintainers< / a > < / li >
< / ul >
< / li >
< / ul >
< / div >
< div class = "section" id = "installation" >
< h1 > < a class = "toc-backref" href = "#id4 " > Installation< / a > < / h1 >
< h1 > < a class = "toc-backref" href = "#id5 " > 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 demo, install < strong > excel_import_export_demo< / strong > .< / p >
< / div >
< div class = "section" id = "usage" >
< h1 > < a class = "toc-backref" href = "#id5 " > Usage< / a > < / h1 >
< h1 > < a class = "toc-backref" href = "#id6 " > 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" >
@ -441,37 +442,60 @@ ul.auto-toc {
< li > Create/Design Excel Template File (.xlsx), in the template, name the underlining tab used for report results – < report_file> .xlsx< / li >
< li > Create instruction dictionary for report in xlsx.template model – templates.xml< / li >
< / ol >
< p > < strong > Note:< / strong > < / p >
< p > Another option for reporting is to use report action (report_type=’excel’), I.e.,< / p >
< pre class = "code xml literal-block" >
< span class = "nt" > < report< / span > < span class = "na" > id=< / span > < span class = "s" > 'action_report_saleorder_excel'< / span >
< span class = "na" > string=< / span > < span class = "s" > 'Quotation / Order (.xlsx)'< / span >
< span class = "na" > model=< / span > < span class = "s" > 'sale.order'< / span >
< span class = "na" > name=< / span > < span class = "s" > 'sale_order.xlsx'< / span >
< span class = "na" > file=< / span > < span class = "s" > 'sale_order'< / span >
< span class = "na" > report_type=< / span > < span class = "s" > 'excel'< / span >
< span class = "nt" > /> < / span >
< / pre >
< p > By using report action, Odoo will find template using combination of model and name, then do the export for the underlining record.
Please see example in excel_import_export_demo/report_action, which shows,< / p >
< ol class = "arabic simple" >
< li > Print excel from an active sale.order< / li >
< li > Run partner list report based on search criteria.< / li >
< / ol >
< / div >
< div class = "section" id = "known-issues-roadmap" >
< h1 > < a class = "toc-backref" href = "#id6" > Known issues / Roadmap< / a > < / h1 >
< h1 > < a class = "toc-backref" href = "#id7 " > 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 = "#id7" > Changelog< / a > < / h1 >
< h1 > < a class = "toc-backref" href = "#id8 " > Changelog< / a > < / h1 >
< div class = "section" id = "id1" >
< h2 > < a class = "toc-backref" href = "#id8" > 12.0.1.0.2 (2019-08-07)< / a > < / h2 >
< h2 > < a class = "toc-backref" href = "#id9" > 12.0.1.0.3 (2019-08-09 )< / a > < / h2 >
< ul class = "simple" >
< li > Small fix, to ensure that system parameter ‘path_temp_file’ (ir.config_parameter) is readable< / li >
< li > Add report action for report_type = ‘excel’ < / li >
< / ul >
< / div >
< div class = "section" id = "id2" >
< h2 > < a class = "toc-backref" href = "#id9" > 12.0.1.0.1 (2019-06-24 )< / a > < / h2 >
< h2 > < a class = "toc-backref" href = "#id10" > 12.0.1.0.2 (2019-08-07 )< / 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 >
< li > Small fix, to ensure that system parameter ‘path_temp_file’ (ir.config_parameter) is readable < / li >
< / ul >
< / div >
< div class = "section" id = "id3" >
< h2 > < a class = "toc-backref" href = "#id10" > 12.0.1.0.0 (2019-02-24)< / a > < / h2 >
< h2 > < a class = "toc-backref" href = "#id11" > 12.0.1.0.1 (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 class = "section" id = "id4" >
< h2 > < a class = "toc-backref" href = "#id12" > 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 = "#id11 " > Bug Tracker< / a > < / h1 >
< h1 > < a class = "toc-backref" href = "#id13 " > 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
@ -479,21 +503,21 @@ 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 = "#id12 " > Credits< / a > < / h1 >
< h1 > < a class = "toc-backref" href = "#id14 " > Credits< / a > < / h1 >
< div class = "section" id = "authors" >
< h2 > < a class = "toc-backref" href = "#id13 " > Authors< / a > < / h2 >
< h2 > < a class = "toc-backref" href = "#id15 " > Authors< / a > < / h2 >
< ul class = "simple" >
< li > Ecosoft< / li >
< / ul >
< / div >
< div class = "section" id = "contributors" >
< h2 > < a class = "toc-backref" href = "#id14 " > Contributors< / a > < / h2 >
< h2 > < a class = "toc-backref" href = "#id16 " > Contributors< / a > < / h2 >
< ul class = "simple" >
< li > Kitti Upariphutthiphong. < < a class = "reference external" href = "mailto:kittiu@gmail.com" > kittiu@ gmail.com< / a > > (< 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 = "#id15 " > Maintainers< / a > < / h2 >
< h2 > < a class = "toc-backref" href = "#id17 " > 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
OCA-git-bot
5 years ago