- Features
-Easy creation of auto-filled documents
-- There is no need to create a complex HTML template that is difficult to edit - and customize. It is enough to take a template in Docx format and insert the necessary values in - the right places. -
-Access to all attributes of the model
-- During the creation of the report, the model to which this report belongs is - specified. When creating a report template, we can refer to any attribute of the specified - model. -
-Easy template maintenance
-- There is no need to change the template in the Odoo code; it is enough to - upload a new template through the user interface. -
-The amount-to-words methods are available
-- Thanks to these methods, we can insert numbers and sums with currencies in - words and round the numbers to the desired accuracy. -
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- How to use
-Step 1: Install the module
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- - Open the Apps menu in your Odoo and install the module "DOCX report". -
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- Step 2: Activate the Developer Mode
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- - To create a new report in the user interface, we need to activate the - developer mode. -
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- Step 3: Open Reports
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- - Now you should go back to the settings. Click "Technical", scroll down the - list, and click "Reports". -
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- Step 4: Create Docx template
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- - 1. To get model attributes like model field values, use the word "docs" + - (dot) + model field name. -
-- 2. To call a model method that returns a value, use the word "record" + . - (dot) + model method name + () to call it. -
-3. Use double curly braces "{{ }}" to call methods and attributes.
-- 4. Use curly braces with the percentage sign "{% %}" to create local - variables and use loops and if conditions. -
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- Step 5: Reports list view
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- - When the Reports list view will be opened, click the "New" button to create a - new report. -
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- Step 6: Create a Report
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- 1. To create a new report, you should fill out the form.
-- 2. "Action name" is the name that will be shown in the Print menu of the - model. -
-3. "Report Type" should be DOCS or DOCX (PDF). The gotenberg service is used - to create pdf files. To use it, you need to install the Odoo module to communicate with the - service and enter the access details.
-- 4. "Model name" is the name of the model. Fields and methods will be derived - from this model. -
-- 5. "Report docx template" is the template file that was created at step 4. -
-- 6. "Printed report name" is the name of the file after generation. -
-- 7. To add this report to the Print menu, you should click on the button "Add - in the Print". -
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- Step 7: Create a custom field
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- - 1. Custom fields are needed to get data that is not in the fields of the model associated with - the - report. Thanks to them, you can get data from other models, for example, through the reference - fields of the current model. -
- 2. To create a custom field you should click "Custom Fields" menu on the form - and then click "Add a line" -
-3. After that, write your Python code for the new variable.
-4. In the template, custom fields are available by the name specified in the - "tech_name" field of the custom field entry. For exapmle: {{ contract_date }}.
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- Step 8: Print the Report
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- - After printing the report the file will be saved. The information from the - model will complete the template. -
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- Step 9: Make a report from the Python code
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- If you want to make the report from the Python code, you should make an - ir.action.report record and an ir.attachment record that is connected to the first one. Add the - path to the Docx template from step 4.
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