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</head>
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<body>
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<div class="document" id="excel-import-export-report">
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<h1 class="title">Excel Import/Export/Report</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <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/12.0/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-12-0/server-tools-12-0-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/149/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
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<p>The module provide pre-built functions and wizards for developer to build excel import / export / report with ease.</p>
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<p>Without having to code to create excel file, developer do,</p>
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<ul class="simple">
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<li>Create menu, action, wizard, model, view a normal Odoo development.</li>
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<li>Design excel template using standard Excel application, e.g., colors, fonts, formulas, etc.</li>
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<li>Instruct how the data will be located in Excel with simple dictionary instruction or from Odoo UI.</li>
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<li>Odoo will combine instruction with excel template, and result in final excel file.</li>
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</ul>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#installation" id="id7">Installation</a></li>
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<li><a class="reference internal" href="#usage" id="id8">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="id9">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#changelog" id="id10">Changelog</a><ul>
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<li><a class="reference internal" href="#id1" id="id11">12.0.1.0.5 (2019-12-19)</a></li>
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<li><a class="reference internal" href="#id2" id="id12">12.0.1.0.4 (2019-08-28)</a></li>
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<li><a class="reference internal" href="#id3" id="id13">12.0.1.0.3 (2019-08-09)</a></li>
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<li><a class="reference internal" href="#id4" id="id14">12.0.1.0.2 (2019-08-07)</a></li>
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<li><a class="reference internal" href="#id5" id="id15">12.0.1.0.1 (2019-06-24)</a></li>
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<li><a class="reference internal" href="#id6" id="id16">12.0.1.0.0 (2019-02-24)</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#bug-tracker" id="id17">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id18">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id19">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id20">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="id21">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="installation">
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<h1><a class="toc-backref" href="#id7">Installation</a></h1>
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<p>To install this module, you need to install following python library, <strong>xlrd, xlwt, openpyxl</strong>.</p>
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<p>Then, simply install <strong>excel_import_export</strong>.</p>
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<p>For demo, install <strong>excel_import_export_demo</strong>.</p>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id8">Usage</a></h1>
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<p>This module contain pre-defined function and wizards to make exporting, importing and reporting easy.</p>
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<p>At the heart of this module, there are 2 <cite>main methods</cite></p>
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<ul class="simple">
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<li><tt class="docutils literal"><span class="pre">self.env['xlsx.export'].export_xlsx(...)</span></tt></li>
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<li><tt class="docutils literal"><span class="pre">self.env['xlsx.import'].import_xlsx(...)</span></tt></li>
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</ul>
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<p>For reporting, also call <cite>export_xlsx(…)</cite> but through following method</p>
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<ul class="simple">
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<li><tt class="docutils literal"><span class="pre">self.env['xslx.report'].report_xlsx(...)</span></tt></li>
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</ul>
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<p>After install this module, go to Settings > Excel Import/Export > XLSX Templates, this is where the key component located.</p>
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<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>
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<p><strong>Use Case 1:</strong> Export/Import Excel on existing document</p>
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<p>This add export/import action menus in existing document (example - excel_import_export_demo/import_export_sale_order)</p>
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<ol class="arabic simple">
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<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>
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<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>
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<li>Create/Design Excel Template File (.xlsx), in the template, name the underlining tab used for export/import – <file>.xlsx</li>
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<li>Create instruction dictionary for export/import in xlsx.template model – templates.xml</li>
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</ol>
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<p><strong>Use Case 2:</strong> Import Excel Files</p>
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<p>With menu wizard to create new documents (example - excel_import_export_demo/import_sale_orders)</p>
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<ol class="arabic simple">
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<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>
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<li>Create Excel Template File (.xlsx), in the template, name the underlining tab used for import – <import file>.xlsx</li>
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<li>Create instruction dictionary for import in xlsx.template model – templates.xml</li>
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</ol>
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<p><strong>Use Case 3:</strong> Create Excel Report</p>
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<p>This create report menu with criteria wizard. (example - excel_import_export_demo/report_sale_order)</p>
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<ol class="arabic simple">
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<li>Create report’s menu, action, and add context[‘template_domain’] to locate the right template for this report – <report>.xml</li>
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<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>
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<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>
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<li>Create/Design Excel Template File (.xlsx), in the template, name the underlining tab used for report results – <report_file>.xlsx</li>
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<li>Create instruction dictionary for report in xlsx.template model – templates.xml</li>
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</ol>
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<p><strong>Note:</strong></p>
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<p>Another option for reporting is to use report action (report_type=’excel’), I.e.,</p>
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<pre class="code xml literal-block">
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<span class="nt"><report</span> <span class="na">id=</span><span class="s">'action_report_saleorder_excel'</span>
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<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="#id9">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="#id10">Changelog</a></h1>
|
|
<div class="section" id="id1">
|
|
<h2><a class="toc-backref" href="#id11">12.0.1.0.5 (2019-12-19)</a></h2>
|
|
<ul class="simple">
|
|
<li>Speed up export when dealing with many rows</li>
|
|
</ul>
|
|
</div>
|
|
<div class="section" id="id2">
|
|
<h2><a class="toc-backref" href="#id12">12.0.1.0.4 (2019-08-28)</a></h2>
|
|
<ul class="simple">
|
|
<li>Fix style sum in footer</li>
|
|
</ul>
|
|
</div>
|
|
<div class="section" id="id3">
|
|
<h2><a class="toc-backref" href="#id13">12.0.1.0.3 (2019-08-09)</a></h2>
|
|
<ul class="simple">
|
|
<li>Add report action for report_type = ‘excel’</li>
|
|
</ul>
|
|
</div>
|
|
<div class="section" id="id4">
|
|
<h2><a class="toc-backref" href="#id14">12.0.1.0.2 (2019-08-07)</a></h2>
|
|
<ul class="simple">
|
|
<li>Small fix, to ensure that system parameter ‘path_temp_file’ (ir.config_parameter) is readable</li>
|
|
</ul>
|
|
</div>
|
|
<div class="section" id="id5">
|
|
<h2><a class="toc-backref" href="#id15">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="id6">
|
|
<h2><a class="toc-backref" href="#id16">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="#id17">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:%2012.0%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="#id18">Credits</a></h1>
|
|
<div class="section" id="authors">
|
|
<h2><a class="toc-backref" href="#id19">Authors</a></h2>
|
|
<ul class="simple">
|
|
<li>Ecosoft</li>
|
|
</ul>
|
|
</div>
|
|
<div class="section" id="contributors">
|
|
<h2><a class="toc-backref" href="#id20">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>
|
|
<li>Saran Lim. <<a class="reference external" href="mailto:saranl@ecosoft.co.th">saranl@ecosoft.co.th</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="#id21">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/12.0/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>
|
|
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|
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