560 lines
22 KiB
HTML
560 lines
22 KiB
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<body>
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<div class="document">
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<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
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<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
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</a>
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<div class="section" id="py3o-report-engine">
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<h1>Py3o Report Engine</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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!! source digest: sha256:dd09d33437e18bcf07a71714ec039c5a9795fbaa3d034b89a60a1d7d9f57ddb6
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" 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 image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/reporting-engine/tree/18.0/report_py3o"><img alt="OCA/reporting-engine" src="https://img.shields.io/badge/github-OCA%2Freporting--engine-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/reporting-engine-18-0/reporting-engine-18-0-report_py3o"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/reporting-engine&target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>The py3o reporting engine is a reporting engine for Odoo based on
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[Libreoffice](<a class="reference external" href="http://www.libreoffice.org/">http://www.libreoffice.org/</a>):</p>
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<ul class="simple">
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<li>the report is created with Libreoffice (ODT or ODS),</li>
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<li>the report is stored on the server in OpenDocument format (.odt or
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.ods file)</li>
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<li>the report is sent to the user in OpenDocument format or in any output
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format supported by Libreoffice (PDF, HTML, DOC, DOCX, Docbook, XLS,
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etc.)</li>
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</ul>
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<p>The key advantages of a Libreoffice based reporting engine are:</p>
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<ul class="simple">
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<li>no need to be a developer to create or modify a report: the report is
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created and modified with Libreoffice. So this reporting engine has a
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full WYSIWYG report development tool!</li>
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<li>For a PDF report in A4/Letter format, it’s easier to develop it with a
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tool such as Libreoffice that is designed to create A4/Letter
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documents than to develop it in HTML/CSS, also some print
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peculiarities (backgrounds, margin boxes) are not very well supported
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by the HTML/CSS based solutions.</li>
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<li>If you want your users to be able to modify the document after its
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generation by Odoo, just configure the document with ODT output (or
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DOC or DOCX) and the user will be able to modify the document with
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Libreoffice (or Word) after its generation by Odoo.</li>
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<li>Easy development of spreadsheet reports in ODS format (XLS output
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possible).</li>
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</ul>
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<p>This module <em>report_py3o</em> is the base module for the Py3o reporting
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engine. If used alone, it will spawn a libreoffice process for each ODT
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to PDF (or ODT to DOCX, ..) document conversion. This is slow and can
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become a problem if you have a lot of reports to convert from ODT to
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another format. In this case, you should consider the additionnal module
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<em>report_py3o_fusion_server</em> which is designed to work with a libreoffice
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daemon. With <em>report_py3o_fusion_server</em>, the technical environnement is
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more complex to setup because you have to install additionnal software
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components and run 2 daemons, but you have much better performances and
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you can configure the libreoffice PDF export options in Odoo (allows to
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generate PDF forms, PDF/A documents, password-protected PDFs,
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watermarked PDFs, etc.).</p>
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<p>This reporting engine is an alternative to
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[Aeroo](<a class="reference external" href="https://github.com/aeroo-community/aeroo_reports">https://github.com/aeroo-community/aeroo_reports</a>): these two
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reporting engines have similar features but their implementation is
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entirely different. You cannot use aeroo templates as drop in
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replacement though, you’ll have to change a few details.</p>
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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="toc-entry-1">Installation</a></li>
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<li><a class="reference internal" href="#configuration" id="toc-entry-2">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="toc-entry-3">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-4">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-5">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-6">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-7">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-8">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-9">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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<h2><a class="toc-backref" href="#toc-entry-1">Installation</a></h2>
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<p>Install the required python libs:</p>
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<p>:literal:`` pip install py3o.template pip install py3o.formats``</p>
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<p>To allow the conversion of ODT or ODS reports to other formats (PDF,
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DOC, DOCX, etc.), install libreoffice:</p>
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<p>:literal:`` apt-get –no-install-recommends install libreoffice``</p>
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</div>
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<div class="section" id="configuration">
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<h2><a class="toc-backref" href="#toc-entry-2">Configuration</a></h2>
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<p>For example, to replace the native invoice report by a custom py3o
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report, add the following XML file in your custom module:</p>
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<p>:literal:`` <?xml version=”1.0” encoding=”utf-8”?> <odoo> <record id=”account.account_invoices” model=”ir.actions.report”> <field name=”report_type”>py3o</field> <field name=”py3o_filetype”>odt</field> <field name=”module”>my_custom_module_base</field> <field name=”py3o_template_fallback”>report/account_invoice.odt</field> </record> </odoo>``</p>
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<p>where <em>my_custom_module_base</em> is the name of the custom Odoo module. In
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this example, the invoice ODT file is located in
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<em>my_custom_module_base/report/account_invoice.odt</em>.</p>
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<p>It’s also possible to reference a template located in a trusted path of
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your Odoo server. In this case you must let the <em>module</em> entry empty and
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specify the path to the template as <em>py3o_template_fallback</em>.</p>
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<p>:literal:`` <?xml version=”1.0” encoding=”utf-8”?> <odoo> <record id=”account.account_invoices” model=”ir.actions.report”> <field name=”report_type”>py3o</field> <field name=”py3o_filetype”>odt</field> <field name=”py3o_template_fallback”>/odoo/templates/py3o/report/account_invoice.odt</field> </record> </odoo>``</p>
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||
<p>Moreover, you must also modify the Odoo server configuration file to
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declare the allowed root directory for your py3o templates. Only
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templates located into this directory can be loaded by py3o report.</p>
|
||
<p>:literal:`` [options] … [report_py3o] root_tmpl_path=/odoo/templates/py3o``</p>
|
||
<p>If you want an invoice in PDF format instead of ODT format, the XML file
|
||
should look like:</p>
|
||
<p>:literal:`` <?xml version=”1.0” encoding=”utf-8”?> <odoo> <record id=”account.account_invoices” model=”ir.actions.report”> <field name=”report_type”>py3o</field> <field name=”py3o_filetype”>pdf</field> <field name=”module”>my_custom_module_base</field> <field name=”py3o_template_fallback”>report/account_invoice.odt</field> </record> </odoo>``</p>
|
||
<p>If you want to add a new py3o PDF report (and not replace a native
|
||
report), the XML file should look like this:</p>
|
||
<p>:literal:`` <?xml version=”1.0” encoding=”utf-8”?> <odoo> <record id=”partner_summary_report” model=”ir.actions.report”> <field name=”name”>Partner Summary</field> <field name=”model”>res.partner</field> <field name=”report_name”>res.partner.summary</field> <field name=”report_type”>py3o</field> <field name=”py3o_filetype”>pdf</field> <field name=”module”>my_custom_module_base</field> <field name=”py3o_template_fallback”>report/partner_summary.odt</field> <!– Add entry in “Print” drop-down list –> <field name=”binding_type”>report</field> <field name=”binding_model_id” ref=”base.model_res_partner”/> </record> </odoo>``</p>
|
||
<p>## Configuration parameters</p>
|
||
<p>py3o.conversion_command The command to be used to run the conversion,
|
||
libreoffice by default. If you change this, whatever you set here must
|
||
accept the parameters –headless –convert-to $ext $file and put the
|
||
resulting file into $file’s directory with extension $ext. The command
|
||
will be started in $file’s directory.</p>
|
||
</div>
|
||
<div class="section" id="usage">
|
||
<h2><a class="toc-backref" href="#toc-entry-3">Usage</a></h2>
|
||
<p>The templating language is [extensively
|
||
documented](<a class="reference external" href="http://py3otemplate.readthedocs.io/en/latest/templating.html">http://py3otemplate.readthedocs.io/en/latest/templating.html</a>),
|
||
the records are exposed in libreoffice as objects, on which you can also
|
||
call functions.</p>
|
||
<p>## Available functions and objects</p>
|
||
<p>user Browse record of current user</p>
|
||
<p>lang The user’s company’s language as string (ISO code)</p>
|
||
<p>b64decode base64.b64decode</p>
|
||
<p>format_multiline_value(string) Generate the ODF equivalent of <br/> and
|
||
for multiline fields (ODF is XML internally, so those would be skipped
|
||
otherwise)</p>
|
||
<p>html_sanitize(string) Sanitize HTML string</p>
|
||
<p>time Python’s time module</p>
|
||
<p>display_address(partner) Return a formatted string of the partner’s
|
||
address</p>
|
||
<p>o_format_lang(value, lang_code=False, digits=None, grouping=True,
|
||
monetary=False, dp=False, currency_obj=False, no_break_space=True)
|
||
Return a formatted numeric or monetary value according to the context
|
||
language and timezone</p>
|
||
<p>o_format_date(value, lang_code=False, date_format=False) Return a
|
||
formatted date or time value according to the context language and
|
||
timezone</p>
|
||
<p>## Sample report templates</p>
|
||
<p>Sample py3o report templates for the main Odoo native reports (invoice,
|
||
sale order, purchase order, picking, etc.) are available on the Github
|
||
project
|
||
[odoo-py3o-report-templates](<a class="reference external" href="https://github.com/akretion/odoo-py3o-report-templates">https://github.com/akretion/odoo-py3o-report-templates</a>).</p>
|
||
</div>
|
||
<div class="section" id="known-issues-roadmap">
|
||
<h2><a class="toc-backref" href="#toc-entry-4">Known issues / Roadmap</a></h2>
|
||
<ul class="simple">
|
||
<li>generate barcode ?</li>
|
||
<li>add more detailed example in demo file to showcase features</li>
|
||
<li>add migration guide aeroo -> py3o</li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="bug-tracker">
|
||
<h2><a class="toc-backref" href="#toc-entry-5">Bug Tracker</a></h2>
|
||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/reporting-engine/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 to smash it by providing a detailed and welcomed
|
||
<a class="reference external" href="https://github.com/OCA/reporting-engine/issues/new?body=module:%20report_py3o%0Aversion:%2018.0%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">
|
||
<h2><a class="toc-backref" href="#toc-entry-6">Credits</a></h2>
|
||
<div class="section" id="authors">
|
||
<h3><a class="toc-backref" href="#toc-entry-7">Authors</a></h3>
|
||
<ul class="simple">
|
||
<li>XCG Consulting</li>
|
||
<li>ACSONE SA/NV</li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="contributors">
|
||
<h3><a class="toc-backref" href="#toc-entry-8">Contributors</a></h3>
|
||
<ul class="simple">
|
||
<li>Florent Aide ([XCG Consulting](<a class="reference external" href="http://odoo.consulting/">http://odoo.consulting/</a>))</li>
|
||
<li>Laurent Mignon <<<a class="reference external" href="mailto:laurent.mignon@acsone.eu">laurent.mignon@acsone.eu</a>>>,</li>
|
||
<li>Alexis de Lattre <<<a class="reference external" href="mailto:alexis.delattre@akretion.com">alexis.delattre@akretion.com</a>>>,</li>
|
||
<li>Guewen Baconnier <<<a class="reference external" href="mailto:guewen.baconnier@camptocamp.com">guewen.baconnier@camptocamp.com</a>>></li>
|
||
<li>Omar Casti??eira <<<a class="reference external" href="mailto:omar@comunitea.com">omar@comunitea.com</a>>></li>
|
||
<li>Holger Brunn <<<a class="reference external" href="mailto:hbrunn@therp.nl">hbrunn@therp.nl</a>>></li>
|
||
<li>Phuc Tran Thanh <<<a class="reference external" href="mailto:phuc@trobz.com">phuc@trobz.com</a>>></li>
|
||
<li>Souheil Bejaoui <<<a class="reference external" href="mailto:souheil.bejaoui@acsone.eu">souheil.bejaoui@acsone.eu</a>>>,</li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="maintainers">
|
||
<h3><a class="toc-backref" href="#toc-entry-9">Maintainers</a></h3>
|
||
<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>This module is part of the <a class="reference external" href="https://github.com/OCA/reporting-engine/tree/18.0/report_py3o">OCA/reporting-engine</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>
|
||
</div>
|
||
</body>
|
||
</html>
|