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.
61 lines
3.3 KiB
61 lines
3.3 KiB
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`
|
|
|
|
- ``self.env['xlsx.export'].export_xlsx(...)``
|
|
- ``self.env['xlsx.import'].import_xlsx(...)``
|
|
|
|
For reporting, also call `export_xlsx(...)` but through following method
|
|
|
|
- ``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_demo**
|
|
|
|
**Use Case 1:** Export/Import Excel on existing document
|
|
|
|
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. Create/Design Excel Template File (.xlsx), in the template, name the underlining tab used for export/import -- <file>.xlsx
|
|
4. 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_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_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. Create report model as models.Transient, then define search criteria fields, and get reporing data into ``results`` field -- <report>.py
|
|
4. Create/Design Excel Template File (.xlsx), in the template, name the underlining tab used for report results -- <report_file>.xlsx
|
|
5. Create instruction dictionary for report in xlsx.template model -- templates.xml
|
|
|
|
**Note:**
|
|
|
|
Another option for reporting is to use report action (report_type='excel'), I.e.,
|
|
|
|
.. code-block:: xml
|
|
|
|
<report id='action_report_saleorder_excel'
|
|
string='Quotation / Order (.xlsx)'
|
|
model='sale.order'
|
|
name='sale_order.xlsx'
|
|
file='sale_order'
|
|
report_type='excel'
|
|
/>
|
|
|
|
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,
|
|
|
|
1. Print excel from an active sale.order
|
|
2. Run partner list report based on search criteria.
|