Reports#
Tryton can generate dynamic reports in many formats from templates. The reports are generated in one step as follows: a report template in a special file format, explained later, is interpolated with dynamic data and placed into a document of the same file format. Tryton’s ability to generate documents in this way allows documents to be generated for any editor that supports the Open Document Format which can be converted to third party formats, such as PDF. LibreOffice must be installed on the server host for format conversion.
Report Templates#
Report templates are files with a format supported by relatorio, that contain snippets of the Genshi templating language.
Here is an example of the text that would be placed in an open document text
document, *.odt
, that displays the full name and the address lines of the
first address of each party.
The Genshi code is placed in the template using “Placeholder Text Fields”.
These are specific to ODT files.
When defining a Report the following attributes are available:
name
The name of the report.
report_name
The
__name__
of the report model.model
The
__name__
of theModel
the report is based. Report that is not for a specific model, needs to leave this empty.report
The path to the template file starting with the module directory.
template_extension
The template format.
single
True
if the template works only for one record. If such report is called with more than one record, a zip file containing all the reports will be generated.record_name
A Genshi Expression to compute the filename for each record.
Report Usage#
Using Genshi and Open Office#
Setting up an ODT file#
If you are creating a report from scratch you should perform the following steps:
Remove user data
Open
Uncheck “Apply user data”
Uncheck “Save preview image with this document”
Click on “Reset Properties”
Set some parameters
Set the zoom to 100% (View>Zoom)
Set the document to read-only mode (
) (Decreases the time it takes to open the document.)Usage
Use Liberation fonts (Only necessary if being officially included in Tryton)
Try to use styles in report templates so that they can be extended.
Using Genshi in an ODT file#
The Genshi code is placed in the template using “Placeholder Text Fields”.
These are specific to *.odt
files and can be found in the open office
menu and then by
selecting Functions tab, Placeholder Type and Text Format.
The Genshi code is placed into the Placeholder value.
There are alternatives for embedding Genshi that are supported by relatorio but
their use is not encouraged within Tryton.
See Genshi’s documentation for more information: Genshi XML Template Language.
Accessing models from within the report#
By default instances of the models, the report is for, are passed in to the
report via a list of records
(or record
if single
is True
).
These records behave just as they would within trytond
itself.
You can access any of the models relations as well.
For example within the invoice report each record is an invoice and you can
access the name of the party of the invoice via invoice.party.name
.
Additional objects can be passed to a report.
This is discussed below in Passing custom values to a report
Within Tryton the model, the report is based on, can be found by opening the menu item:
|Administration --> Models --> Models|__
.. |Administration --> Models --> Models| replace:: :menuselection:`Administration --> Models --> Models`
__ https://demo.tryton.org/model/ir.model
Furthermore in Tryton the fields for that model can be found by opening the menu item:
|Administration --> Models --> Models --> Fields|__
.. |Administration --> Models --> Models --> Fields| replace:: :menuselection:`Administration --> Models --> Models --> Fields`
__ https://demo.tryton.org/model/ir.model.field
Creating a simple report template for a model from the client#
Once you have created a report template it has to be uploaded to the server. This can be done by creating a new record by opening the menu item:
|Administration --> User Interface --> Actions --> Reports|__
.. |Administration --> User Interface --> Actions --> Reports| replace:: :menuselection:`Administration --> User Interface --> Actions --> Reports`
__ https://demo.tryton.org/model/ir.action.report
Just make sure to include the template file in the content field.
In order to make the report printable from a record create a Print form
keyword related to the model where the report should be available.
Customizing an existing report from the client#
The content of existing reports can be updated from the menu item:
The easiest way is to download the existing content, edit it and upload it back to the server.
Note
It is possible to restore the original content by clearing the content and saving the record.
Creating a simple report template for a model within a module#
Once you have created a report template stored in your module, you must create an XML record for the Report and another XML record for the Action Keyword like:
<tryton>
<data>
<record model="ir.action.report" id="my_report">
<field name="name">My Report</field>
<field name="report_name">my_module.my_report</field>
<field name="model">model.name</field>
<field name="report">my_module/report.fodt</field>
<field name="template_extension">odt</field>
</record>
<record model="ir.action.keyword" id="my_report_keyword">
<field name="keyword">form_print</field>
<field name="model">model.name,-1</field>
<field name="action" ref="my_report"/>
</record>
</data>
</tryton>
Replacing existing Tryton reports withing a module#
To replace an existing report you must deactivate the old report and activate the new report.
For example to deactivate the sale report:
<record model="ir.action.report" id="sale.report_sale">
<field name="active" eval="False"/>
</record>
Then you must create your new sale report:
<data>
<record model="ir.action.report" id="report_sale">
<field name="name">Sale</field>
<field name="report_name">sale.sale</field>
<field name="model">sale.sale</field>
<field name="report">my_module/sale.odt</field>
<field name="template_extension">odt</field>
</record>
<record model="ir.action.keyword" id="report_sale_keyword">
<field name="keyword">form_print</field>
<field name="model">sale.sale,-1</field>
<field name="action" ref="report_sale"/>
</record>
</data>
Passing custom values to a report#
In this example Report.get_context
is overridden and an employee
record is set into context.
Now the invoice report will be able to access the employee record.
from tryton.pool import Pool
from trytond.report import Report
from trytond.transaction import Transaction
class InvoiceReport(Report):
__name__ = 'account.invoice'
@classmethod
def get_context(cls, records, header, data):
pool = Pool()
Employee = pool.get('company.employee')
context = super().get_context(records, header, data)
employee_id = Transaction().context.get('employee')
employee = Employee(employee_id) if employee_id else None
context['employee'] = employee
return context