Skip to content
Open
Show file tree
Hide file tree
Changes from all commits
Commits
Show all changes
47 commits
Select commit Hold shift + click to select a range
654381b
Excel Import/Export/Report (#1522)
kittiu Mar 14, 2019
64d7cef
[12.0][FIX] excel_import_export
kittiu Apr 2, 2019
171b675
[12.0][FIX] excel_import_export
kittiu Jun 19, 2019
bbee1ee
[12.0][FIX] excel_import_export, use sudo() to get param
kittiu Aug 7, 2019
350c36a
[12.0][IMP] excel_import_export, excel_import_export_demo
kittiu Aug 9, 2019
45cb24d
[12.0][FIX] excel_import_export, fix wrong file name on report_action
kittiu Aug 27, 2019
0319f2f
[12.0][FIX] excel_import_export - Style sum footer to number
Saran440 Aug 28, 2019
817e89a
Added translation using Weblate (Chinese (Simplified))
liweijie0812 Aug 31, 2019
244a270
[12.0][ENH] excel_import_export, faster export
kittiu Nov 19, 2019
2f0dec5
[12.0][FIX] excel_import_export, problem on import with datetime field
kittiu Mar 15, 2020
62fc204
[IMP] : black, isort, prettier
kittiu Aug 24, 2020
1ed1323
[13.0][MIG] excel_import_export, excel_import_export_demo
kittiu Aug 24, 2020
9b346bb
[IMP] excel_import_export: black, isort, prettier
kittiu Feb 13, 2021
9d67db4
[14.0][MIG] excel_import_export, excel_import_export_demo
kittiu Feb 13, 2021
7a7708c
Added translation using Weblate (Italian)
alessandro-fiorino Jan 14, 2022
1df4f20
Translated using Weblate (Italian)
francesco-ooops Mar 16, 2022
f198fc6
Translated using Weblate (Italian)
alessandro-fiorino May 13, 2022
0d0dc8e
[REF] excel_import_export: remove xlrd & xlwt from external dependencies
luisg123v May 27, 2022
84e1968
Added translation using Weblate (Spanish (Argentina))
ibuioli Aug 20, 2022
d086d90
Translated using Weblate (Spanish (Argentina))
ibuioli Aug 20, 2022
b7b1dca
[15,0][MIG] excel_import_export, excel_import_export_demo:
Apr 29, 2022
5f5eeb4
[15.0][FIX] excel_import_export, excel_import_export_demo:
Nov 24, 2022
8b5ae41
[MIG] excel_import_export, excel_import_export_demo: Migration to 16.0
AungKoKoLin1997 Dec 20, 2022
9f7e030
[FIX] Not overriding the create method during installation
AungKoKoLin1997 Mar 22, 2023
22617c9
Translated using Weblate (Italian)
francesco-ooops May 24, 2023
4c17c3d
Translated using Weblate (Italian)
mymage Jun 7, 2023
a10b39e
Added translation using Weblate (Spanish)
Ivorra78 Aug 25, 2023
b3bccee
Translated using Weblate (Italian)
mymage Sep 20, 2023
cbd46a4
[REF] excel_import_export: hooks are added so that they can be inherited
RodrigoBM Oct 27, 2023
3123a56
[IMP] excel_import_export: Set import wizard filename
PauBForgeFlow Dec 1, 2023
0414c88
Translated using Weblate (Spanish)
Ivorra78 Dec 29, 2023
dac1e98
Translated using Weblate (Italian)
mymage Dec 29, 2023
45b001e
Translated using Weblate (Spanish)
Ivorra78 Feb 14, 2024
aba4dad
Translated using Weblate (Italian)
mymage Apr 4, 2024
dc48743
[FIX] excel_import_export: remove sudo() when importing record
AungKoKoLin1997 Jul 19, 2024
e59da71
Translated using Weblate (Italian)
mymage Aug 17, 2024
ecd02c8
[IMP] excel_import_export: improve error showing
AungKoKoLin1997 Sep 24, 2024
6b600dd
Translated using Weblate (Italian)
mymage Oct 3, 2024
3225c75
[IMP] excel_import_export: excel_import_export: allow selection of al…
AungKoKoLin1997 Oct 26, 2024
301fa97
[IMP] excel_import_export: update readme
AungKoKoLin1997 Nov 25, 2024
b831188
Translated using Weblate (Italian)
mymage Jan 16, 2025
be9eb45
[IMP] excel_import_export: pre-commit auto fixes
xaviedoanhduy Feb 18, 2025
06741f9
[MIG] excel_import_export: Migration to 18.0
xaviedoanhduy Feb 19, 2025
07208fd
[IMP] excel_import_export: replace reading excel file from xlrd with …
xaviedoanhduy Feb 26, 2025
37000b4
Translated using Weblate (Italian)
mymage Nov 28, 2025
cd916ca
[IMP] excel_import_export: pre-commit auto fixes
pablo-cort-s73 Mar 3, 2026
79fa822
[MIG] excel_import_export: Migration to 19.0
pablo-cort-s73 Mar 3, 2026
File filter

Filter by extension

Filter by extension


Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
260 changes: 260 additions & 0 deletions excel_import_export/README.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,260 @@
.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

==========================
Excel Import/Export/Report
==========================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:2ff7fc0fdd66cd8a126f345d098845f65ac464b9531d37d76ac1acebb4b46860
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--tools-lightgray.png?logo=github
:target: https://github.com/OCA/server-tools/tree/19.0/excel_import_export
:alt: OCA/server-tools
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/server-tools-19-0/server-tools-19-0-excel_import_export
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/server-tools&target_branch=19.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

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**

.. contents::
:local:

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**

Configuration
=============

If you have existing templates from the version 16.0.1.2.0 or earlier,
you need to click 'REMOVE EXPORT ACTION' and then click 'ADD EXPORT
ACTION' in these templates for export actions to work as expected.

Usage
=====

Concepts
--------

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 > Technical > 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 Cases
---------

**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:: xml

<record id="action_report_saleorder_excel" model="ir.actions.report">
<field name="name">Quotation / Order (.xlsx)</field>
<field name="model">ir.model</field>
<field name="report_name">'sale.order'</field>
<field name="report_file">'sale.order'</field>
<field name="binding_model_id" ref="sale.model_sale_order"/>
<field name="binding_type">report</field>
<field name="report_type">excel</field>
</record>

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.

Easy Reporting Option
---------------------

Technically, this option is the same as "Create Excel Report" use case.
But instead of having to write XML / Python code like normally do, this
option allow user to create a report based on a model or view, all by
configuration only.

1. Go to Settings > Technical> Excel Import/Export > XLSX Templates, and
create a new template for a report.
2. On the new template, select "Easy Reporting" option, then select
followings

- Report Model, this can be data model or data view we want to get
the results from.
- Click upload your file and add the excel template (.xlsx)
- Click Save, system will create sample export line, user can add
more fields according to results model.

3. Click Add Report Menu, the report menu will be created, user can
change its location. Now the report is ready to use.

..

|image1|

Note: Using easy reporting mode, system will used a common criteria
wizard.

|image2|

.. |image1| image:: https://raw.githubusercontent.com/OCA/server-tools/19.0/excel_import_export/static/description/xlsx_template.png
.. |image2| image:: https://raw.githubusercontent.com/OCA/server-tools/19.0/excel_import_export/static/description/common_wizard.png

Known issues / Roadmap
======================

- Module extension e.g., excel_import_export_async, that add ability to
execute as async process.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-tools/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 <https://github.com/OCA/server-tools/issues/new?body=module:%20excel_import_export%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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)
- Do Anh Duy <duyda@trobz.com>
- `Studio73, S.L. <https://www.studio73.es/>`__

- Pablo Cortés

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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.

.. |maintainer-kittiu| image:: https://github.com/kittiu.png?size=40px
:target: https://github.com/kittiu
:alt: kittiu

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-kittiu|

This module is part of the `OCA/server-tools <https://github.com/OCA/server-tools/tree/19.0/excel_import_export>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
6 changes: 6 additions & 0 deletions excel_import_export/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,6 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)

from . import wizard
from . import models
from . import controllers
30 changes: 30 additions & 0 deletions excel_import_export/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,30 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)

{
"name": "Excel Import/Export/Report",
"summary": "Base module for developing Excel import/export/report",
"version": "19.0.1.0.0",
"author": "Ecosoft,Odoo Community Association (OCA)",
"license": "AGPL-3",
"website": "https://github.com/OCA/server-tools",
"category": "Tools",
"depends": ["mail", "base_import"],
"external_dependencies": {"python": ["openpyxl"]},
"data": [
"security/ir.model.access.csv",
"wizard/export_xlsx_wizard.xml",
"wizard/import_xlsx_wizard.xml",
"wizard/report_xlsx_wizard.xml",
"views/xlsx_template_view.xml",
"views/xlsx_report.xml",
],
"installable": True,
"development_status": "Beta",
"maintainers": ["kittiu"],
"assets": {
"web.assets_backend": [
"/excel_import_export/static/src/js/report/action_manager_report.esm.js"
]
},
}
4 changes: 4 additions & 0 deletions excel_import_export/controllers/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,4 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)

from . import report
91 changes: 91 additions & 0 deletions excel_import_export/controllers/report.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,91 @@
# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)

import base64
import json
import logging

from werkzeug.urls import url_decode

from odoo import http
from odoo.http import content_disposition, request, route, serialize_exception
from odoo.tools import html_escape
from odoo.tools.safe_eval import safe_eval, time

from odoo.addons.web.controllers.report import ReportController

_logger = logging.getLogger(__name__)


class ReportExcelController(ReportController):
@route()
def report_routes(self, reportname, docids=None, converter=None, **data):
if converter == "excel":
report = request.env["ir.actions.report"]._get_report_from_name(reportname)
context = dict(request.env.context)
if docids:
docids = [int(i) for i in docids.split(",") if i.isdigit()]
if data.get("options"):
data.update(json.loads(data.pop("options")))
if data.get("context"):
# Ignore 'lang' here, because the context in data is the one
# from the webclient *but* if the user explicitely wants to
# change the lang, this mechanism overwrites it.
data["context"] = json.loads(data["context"])
context.update(data["context"])
excel, report_name = report.with_context(**context)._render_excel(
docids, data=data
)
excel = base64.decodebytes(excel)
if docids:
records = request.env[report.model].browse(docids)
if report.print_report_name and not len(records) > 1:
# this is a bad idea, this should only be .xlsx
extension = report_name.split(".")[-1:].pop()
report_name = safe_eval(
report.print_report_name, {"object": records, "time": time}
)
report_name = f"{report_name}.{extension}"
excelhttpheaders = [
(
"Content-Type",
"application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
),
("Content-Length", len(excel)),
("Content-Disposition", content_disposition(report_name)),
]
return request.make_response(excel, headers=excelhttpheaders)
return super().report_routes(reportname, docids, converter, **data)

@http.route()
def report_download(self, data, context=None):
requestcontent = json.loads(data)
url, report_type = requestcontent[0], requestcontent[1]
if report_type != "excel":
return super().report_download(data, context)
reportname = "???"
try:
pattern = "/report/excel/"
reportname = url.split(pattern)[1].split("?")[0]
docids = None
if "/" in reportname:
reportname, docids = reportname.split("/")
if docids:
return self.report_routes(
reportname, docids=docids, converter="excel", context=context
)
data = dict(url_decode(url.split("?")[1]).items())
if "context" in data:
context, data_context = (
json.loads(context or "{}"),
json.loads(data.pop("context")),
)
context = json.dumps({**context, **data_context})
return self.report_routes(
reportname, converter="excel", context=context, **data
)
except Exception as e:
_logger.exception("Error while generating report %s", reportname)
se = serialize_exception(e)
error = {"code": 200, "message": "Odoo Server Error", "data": se}
return request.make_response(html_escape(json.dumps(error)))
Loading