Excel Import/Export
Base module for developing Excel import/export/report
Excel Import/Export/Report
The module provide pre-built functions and wizards for developer to build excel import / export / report with ease.
Without having to code to create excel file, developer do,
- Create menu, action, wizard, model, view a normal Odoo development.
- Design excel template using standard Excel application, e.g., colors, fonts, formulas, etc.
- Instruct how the data will be located in Excel with simple dictionary instruction or from Odoo UI.
- Odoo will combine instruction with excel template, and result in final excel file.
Table of contents
Installation
To install this module, you need to install following python library, xlrd, xlwt, openpyxl.
Then, simply install excel_import_export.
For demo, install excel_import_export_demo.
Usage
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)
- 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
- 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
- Create/Design Excel Template File (.xlsx), in the template, name the underlining tab used for export/import -- <file>.xlsx
- 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)
- Create report menu with search wizard, res_model="import.xlsx.wizard" and context['template_domain'] to locate the right template -- menu_action.xml
- Create Excel Template File (.xlsx), in the template, name the underlining tab used for import -- <import file>.xlsx
- 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)
- Create report's menu, action, and add context['template_domain'] to locate the right template for this report -- <report>.xml
- 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>
- Create report model as models.Transient, then define search criteria fields, and get reporing data into results field -- <report>.py
- Create/Design Excel Template File (.xlsx), in the template, name the underlining tab used for report results -- <report_file>.xlsx
- 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.,
<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,
- Print excel from an active sale.order
- Run partner list report based on search criteria.
Known issues / Roadmap
- Module extension e.g., excel_import_export_async, that add ability to execute as async process.
- Ability to add contextual action in XLSX Tempalte, e.g., Add import action, Add export action. In similar manner as in Server Action.
Changelog
12.0.1.0.5 (2019-12-19)
- Speed up export when dealing with many rows
12.0.1.0.4 (2019-08-28)
- Fix style sum in footer
12.0.1.0.3 (2019-08-09)
- Add report action for report_type = 'excel'
12.0.1.0.2 (2019-08-07)
- Small fix, to ensure that system parameter 'path_temp_file' (ir.config_parameter) is readable
12.0.1.0.1 (2019-06-24)
- Fix wizard on v12 can't download sample template file - https://github.com/OCA/server-tools/issues/1574
12.0.1.0.0 (2019-02-24)
- Start of the history
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Ecosoft
Contributors
- Kitti Upariphutthiphong. <kittiu@gmail.com> (http://ecosoft.co.th)
- Saran Lim. <saranl@ecosoft.co.th> (http://ecosoft.co.th)
Maintainers
This module is maintained by the OCA.
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.
Current maintainer:
This module is part of the OCA/server-tools project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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