{ "info": { "author": "Ecosoft,Odoo Community Association (OCA)", "author_email": "support@odoo-community.org", "bugtrack_url": null, "classifiers": [ "Development Status :: 4 - Beta", "Framework :: Odoo", "License :: OSI Approved :: GNU Affero General Public License v3", "Programming Language :: Python" ], "description": "==========================\nExcel Import/Export/Report\n==========================\n\n.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--tools-lightgray.png?logo=github\n :target: https://github.com/OCA/server-tools/tree/12.0/excel_import_export\n :alt: OCA/server-tools\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/server-tools-12-0/server-tools-12-0-excel_import_export\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png\n :target: https://runbot.odoo-community.org/runbot/149/12.0\n :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nThe module provide pre-built functions and wizards for developer to build excel import / export / report with ease.\n\nWithout having to code to create excel file, developer do,\n\n- Create menu, action, wizard, model, view a normal Odoo development.\n- Design excel template using standard Excel application, e.g., colors, fonts, formulas, etc.\n- Instruct how the data will be located in Excel with simple dictionary instruction or from Odoo UI.\n- Odoo will combine instruction with excel template, and result in final excel file.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nInstallation\n============\n\nTo install this module, you need to install following python library, **xlrd, xlwt, openpyxl**.\n\nThen, simply install **excel_import_export**.\n\nFor demo, install **excel_import_export_demo**.\n\nUsage\n=====\n\nThis module contain pre-defined function and wizards to make exporting, importing and reporting easy.\n\nAt the heart of this module, there are 2 `main methods`\n\n- ``self.env['xlsx.export'].export_xlsx(...)``\n- ``self.env['xlsx.import'].import_xlsx(...)``\n\nFor reporting, also call `export_xlsx(...)` but through following method\n\n- ``self.env['xslx.report'].report_xlsx(...)``\n\nAfter install this module, go to Settings > Excel Import/Export > XLSX Templates, this is where the key component located.\n\nAs this module provide tools, it is best to explain as use cases. For example use cases, please install **excel_import_export_demo**\n\n**Use Case 1:** Export/Import Excel on existing document\n\nThis add export/import action menus in existing document (example - excel_import_export_demo/import_export_sale_order)\n\n1. 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\n2. 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\n3. Create/Design Excel Template File (.xlsx), in the template, name the underlining tab used for export/import -- .xlsx\n4. Create instruction dictionary for export/import in xlsx.template model -- templates.xml\n\n**Use Case 2:** Import Excel Files\n\nWith menu wizard to create new documents (example - excel_import_export_demo/import_sale_orders)\n\n1. Create report menu with search wizard, res_model=\"import.xlsx.wizard\" and context['template_domain'] to locate the right template -- menu_action.xml\n2. Create Excel Template File (.xlsx), in the template, name the underlining tab used for import -- .xlsx\n3. Create instruction dictionary for import in xlsx.template model -- templates.xml\n\n**Use Case 3:** Create Excel Report\n\nThis create report menu with criteria wizard. (example - excel_import_export_demo/report_sale_order)\n\n1. Create report's menu, action, and add context['template_domain'] to locate the right template for this report -- .xml\n2. 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 -- \n3. Create report model as models.Transient, then define search criteria fields, and get reporing data into ``results`` field -- .py\n4. Create/Design Excel Template File (.xlsx), in the template, name the underlining tab used for report results -- .xlsx\n5. Create instruction dictionary for report in xlsx.template model -- templates.xml\n\n**Note:**\n\nAnother option for reporting is to use report action (report_type='excel'), I.e.,\n\n.. code-block:: xml\n\n \n\nBy using report action, Odoo will find template using combination of model and name, then do the export for the underlining record.\nPlease see example in excel_import_export_demo/report_action, which shows,\n\n1. Print excel from an active sale.order\n2. Run partner list report based on search criteria.\n\nKnown issues / Roadmap\n======================\n\n- Module extension e.g., excel_import_export_async, that add ability to execute as async process.\n- Ability to add contextual action in XLSX Tempalte, e.g., Add import action, Add export action. In similar manner as in Server Action.\n\nChangelog\n=========\n\n12.0.1.0.4 (2019-08-28)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n* Fix style sum in footer\n\n12.0.1.0.3 (2019-08-09)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n* Add report action for report_type = 'excel'\n\n12.0.1.0.2 (2019-08-07)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n* Small fix, to ensure that system parameter 'path_temp_file' (ir.config_parameter) is readable\n\n12.0.1.0.1 (2019-06-24)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n* Fix wizard on v12 can't download sample template file - https://github.com/OCA/server-tools/issues/1574\n\n12.0.1.0.0 (2019-02-24)\n~~~~~~~~~~~~~~~~~~~~~~~\n\n* Start of the history\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues `_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us smashing it by providing a detailed and welcomed\n`feedback `_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Ecosoft\n\nContributors\n~~~~~~~~~~~~\n\n* Kitti Upariphutthiphong. (http://ecosoft.co.th)\n* Saran Lim. (http://ecosoft.co.th)\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-kittiu| image:: https://github.com/kittiu.png?size=40px\n :target: https://github.com/kittiu\n :alt: kittiu\n\nCurrent `maintainer `__:\n\n|maintainer-kittiu| \n\nThis module is part of the `OCA/server-tools `_ project on GitHub.\n\nYou are welcome to contribute. 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