You can not select more than 25 topics
Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
496 lines
17 KiB
496 lines
17 KiB
<?xml version="1.0" encoding="utf-8" ?>
|
|
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
|
|
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
|
|
<head>
|
|
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
|
<meta name="generator" content="Docutils 0.14: http://docutils.sourceforge.net/" />
|
|
<title>Excel Import/Export</title>
|
|
<style type="text/css">
|
|
|
|
/*
|
|
:Author: David Goodger (goodger@python.org)
|
|
:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $
|
|
:Copyright: This stylesheet has been placed in the public domain.
|
|
|
|
Default cascading style sheet for the HTML output of Docutils.
|
|
|
|
See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to
|
|
customize this style sheet.
|
|
*/
|
|
|
|
/* used to remove borders from tables and images */
|
|
.borderless, table.borderless td, table.borderless th {
|
|
border: 0 }
|
|
|
|
table.borderless td, table.borderless th {
|
|
/* Override padding for "table.docutils td" with "! important".
|
|
The right padding separates the table cells. */
|
|
padding: 0 0.5em 0 0 ! important }
|
|
|
|
.first {
|
|
/* Override more specific margin styles with "! important". */
|
|
margin-top: 0 ! important }
|
|
|
|
.last, .with-subtitle {
|
|
margin-bottom: 0 ! important }
|
|
|
|
.hidden {
|
|
display: none }
|
|
|
|
.subscript {
|
|
vertical-align: sub;
|
|
font-size: smaller }
|
|
|
|
.superscript {
|
|
vertical-align: super;
|
|
font-size: smaller }
|
|
|
|
a.toc-backref {
|
|
text-decoration: none ;
|
|
color: black }
|
|
|
|
blockquote.epigraph {
|
|
margin: 2em 5em ; }
|
|
|
|
dl.docutils dd {
|
|
margin-bottom: 0.5em }
|
|
|
|
object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] {
|
|
overflow: hidden;
|
|
}
|
|
|
|
/* Uncomment (and remove this text!) to get bold-faced definition list terms
|
|
dl.docutils dt {
|
|
font-weight: bold }
|
|
*/
|
|
|
|
div.abstract {
|
|
margin: 2em 5em }
|
|
|
|
div.abstract p.topic-title {
|
|
font-weight: bold ;
|
|
text-align: center }
|
|
|
|
div.admonition, div.attention, div.caution, div.danger, div.error,
|
|
div.hint, div.important, div.note, div.tip, div.warning {
|
|
margin: 2em ;
|
|
border: medium outset ;
|
|
padding: 1em }
|
|
|
|
div.admonition p.admonition-title, div.hint p.admonition-title,
|
|
div.important p.admonition-title, div.note p.admonition-title,
|
|
div.tip p.admonition-title {
|
|
font-weight: bold ;
|
|
font-family: sans-serif }
|
|
|
|
div.attention p.admonition-title, div.caution p.admonition-title,
|
|
div.danger p.admonition-title, div.error p.admonition-title,
|
|
div.warning p.admonition-title, .code .error {
|
|
color: red ;
|
|
font-weight: bold ;
|
|
font-family: sans-serif }
|
|
|
|
/* Uncomment (and remove this text!) to get reduced vertical space in
|
|
compound paragraphs.
|
|
div.compound .compound-first, div.compound .compound-middle {
|
|
margin-bottom: 0.5em }
|
|
|
|
div.compound .compound-last, div.compound .compound-middle {
|
|
margin-top: 0.5em }
|
|
*/
|
|
|
|
div.dedication {
|
|
margin: 2em 5em ;
|
|
text-align: center ;
|
|
font-style: italic }
|
|
|
|
div.dedication p.topic-title {
|
|
font-weight: bold ;
|
|
font-style: normal }
|
|
|
|
div.figure {
|
|
margin-left: 2em ;
|
|
margin-right: 2em }
|
|
|
|
div.footer, div.header {
|
|
clear: both;
|
|
font-size: smaller }
|
|
|
|
div.line-block {
|
|
display: block ;
|
|
margin-top: 1em ;
|
|
margin-bottom: 1em }
|
|
|
|
div.line-block div.line-block {
|
|
margin-top: 0 ;
|
|
margin-bottom: 0 ;
|
|
margin-left: 1.5em }
|
|
|
|
div.sidebar {
|
|
margin: 0 0 0.5em 1em ;
|
|
border: medium outset ;
|
|
padding: 1em ;
|
|
background-color: #ffffee ;
|
|
width: 40% ;
|
|
float: right ;
|
|
clear: right }
|
|
|
|
div.sidebar p.rubric {
|
|
font-family: sans-serif ;
|
|
font-size: medium }
|
|
|
|
div.system-messages {
|
|
margin: 5em }
|
|
|
|
div.system-messages h1 {
|
|
color: red }
|
|
|
|
div.system-message {
|
|
border: medium outset ;
|
|
padding: 1em }
|
|
|
|
div.system-message p.system-message-title {
|
|
color: red ;
|
|
font-weight: bold }
|
|
|
|
div.topic {
|
|
margin: 2em }
|
|
|
|
h1.section-subtitle, h2.section-subtitle, h3.section-subtitle,
|
|
h4.section-subtitle, h5.section-subtitle, h6.section-subtitle {
|
|
margin-top: 0.4em }
|
|
|
|
h1.title {
|
|
text-align: center }
|
|
|
|
h2.subtitle {
|
|
text-align: center }
|
|
|
|
hr.docutils {
|
|
width: 75% }
|
|
|
|
img.align-left, .figure.align-left, object.align-left, table.align-left {
|
|
clear: left ;
|
|
float: left ;
|
|
margin-right: 1em }
|
|
|
|
img.align-right, .figure.align-right, object.align-right, table.align-right {
|
|
clear: right ;
|
|
float: right ;
|
|
margin-left: 1em }
|
|
|
|
img.align-center, .figure.align-center, object.align-center {
|
|
display: block;
|
|
margin-left: auto;
|
|
margin-right: auto;
|
|
}
|
|
|
|
table.align-center {
|
|
margin-left: auto;
|
|
margin-right: auto;
|
|
}
|
|
|
|
.align-left {
|
|
text-align: left }
|
|
|
|
.align-center {
|
|
clear: both ;
|
|
text-align: center }
|
|
|
|
.align-right {
|
|
text-align: right }
|
|
|
|
/* reset inner alignment in figures */
|
|
div.align-right {
|
|
text-align: inherit }
|
|
|
|
/* div.align-center * { */
|
|
/* text-align: left } */
|
|
|
|
.align-top {
|
|
vertical-align: top }
|
|
|
|
.align-middle {
|
|
vertical-align: middle }
|
|
|
|
.align-bottom {
|
|
vertical-align: bottom }
|
|
|
|
ol.simple, ul.simple {
|
|
margin-bottom: 1em }
|
|
|
|
ol.arabic {
|
|
list-style: decimal }
|
|
|
|
ol.loweralpha {
|
|
list-style: lower-alpha }
|
|
|
|
ol.upperalpha {
|
|
list-style: upper-alpha }
|
|
|
|
ol.lowerroman {
|
|
list-style: lower-roman }
|
|
|
|
ol.upperroman {
|
|
list-style: upper-roman }
|
|
|
|
p.attribution {
|
|
text-align: right ;
|
|
margin-left: 50% }
|
|
|
|
p.caption {
|
|
font-style: italic }
|
|
|
|
p.credits {
|
|
font-style: italic ;
|
|
font-size: smaller }
|
|
|
|
p.label {
|
|
white-space: nowrap }
|
|
|
|
p.rubric {
|
|
font-weight: bold ;
|
|
font-size: larger ;
|
|
color: maroon ;
|
|
text-align: center }
|
|
|
|
p.sidebar-title {
|
|
font-family: sans-serif ;
|
|
font-weight: bold ;
|
|
font-size: larger }
|
|
|
|
p.sidebar-subtitle {
|
|
font-family: sans-serif ;
|
|
font-weight: bold }
|
|
|
|
p.topic-title {
|
|
font-weight: bold }
|
|
|
|
pre.address {
|
|
margin-bottom: 0 ;
|
|
margin-top: 0 ;
|
|
font: inherit }
|
|
|
|
pre.literal-block, pre.doctest-block, pre.math, pre.code {
|
|
margin-left: 2em ;
|
|
margin-right: 2em }
|
|
|
|
pre.code .ln { color: grey; } /* line numbers */
|
|
pre.code, code { background-color: #eeeeee }
|
|
pre.code .comment, code .comment { color: #5C6576 }
|
|
pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
|
|
pre.code .literal.string, code .literal.string { color: #0C5404 }
|
|
pre.code .name.builtin, code .name.builtin { color: #352B84 }
|
|
pre.code .deleted, code .deleted { background-color: #DEB0A1}
|
|
pre.code .inserted, code .inserted { background-color: #A3D289}
|
|
|
|
span.classifier {
|
|
font-family: sans-serif ;
|
|
font-style: oblique }
|
|
|
|
span.classifier-delimiter {
|
|
font-family: sans-serif ;
|
|
font-weight: bold }
|
|
|
|
span.interpreted {
|
|
font-family: sans-serif }
|
|
|
|
span.option {
|
|
white-space: nowrap }
|
|
|
|
span.pre {
|
|
white-space: pre }
|
|
|
|
span.problematic {
|
|
color: red }
|
|
|
|
span.section-subtitle {
|
|
/* font-size relative to parent (h1..h6 element) */
|
|
font-size: 80% }
|
|
|
|
table.citation {
|
|
border-left: solid 1px gray;
|
|
margin-left: 1px }
|
|
|
|
table.docinfo {
|
|
margin: 2em 4em }
|
|
|
|
table.docutils {
|
|
margin-top: 0.5em ;
|
|
margin-bottom: 0.5em }
|
|
|
|
table.footnote {
|
|
border-left: solid 1px black;
|
|
margin-left: 1px }
|
|
|
|
table.docutils td, table.docutils th,
|
|
table.docinfo td, table.docinfo th {
|
|
padding-left: 0.5em ;
|
|
padding-right: 0.5em ;
|
|
vertical-align: top }
|
|
|
|
table.docutils th.field-name, table.docinfo th.docinfo-name {
|
|
font-weight: bold ;
|
|
text-align: left ;
|
|
white-space: nowrap ;
|
|
padding-left: 0 }
|
|
|
|
/* "booktabs" style (no vertical lines) */
|
|
table.docutils.booktabs {
|
|
border: 0px;
|
|
border-top: 2px solid;
|
|
border-bottom: 2px solid;
|
|
border-collapse: collapse;
|
|
}
|
|
table.docutils.booktabs * {
|
|
border: 0px;
|
|
}
|
|
table.docutils.booktabs th {
|
|
border-bottom: thin solid;
|
|
text-align: left;
|
|
}
|
|
|
|
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
|
|
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
|
|
font-size: 100% }
|
|
|
|
ul.auto-toc {
|
|
list-style-type: none }
|
|
|
|
</style>
|
|
</head>
|
|
<body>
|
|
<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 > 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><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, <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/Design Excel Template File (.xlsx), in the template, name the underlining tab used for export/import – <file>.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 – <import file>.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 – <report>.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 – <report.xml></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 – <report>.py</li>
|
|
<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>
|
|
</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. <<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="#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>
|