Create report

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Create report#

A frequent requirement is to generate a printable document for a record. For that we use trytond.report.Report which provides the tooling to render OpenDocument based on relatorio template.

First we create a trytond.report.Report class in opportunity.py:

from trytond.report import Report
...
class OpportunityReport(Report):
    __name__ = 'training.opportunity.report'

And we register it in the Pool as type report in __init__.py:

def register():
    ...
    Pool.register(
        opportunity.OpportunityReport,
        module='opportunity', type_='report')

Now we have to create a Report and Action Keyword in opportunity.xml:

<tryton>
   <data>
      ...
      <record model="ir.action.report" id="report_opportunity">
         <field name="name">Opportunity</field>
         <field name="report_name">training.opportunity.report</field>
         <field name="model">training.opportunity</field>
         <field name="report">opportunity/opportunity.fodt</field>
         <field name="template_extension">odt</field>
      </record>
      <record model="ir.action.keyword" id="report_opportunity_keyword">
         <field name="keyword">form_print</field>
         <field name="model">training.opportunity,-1</field>
         <field name="action" ref="report_opportunity"/>
      </record>
   </data>
</tryton>

The Report links the Report with the Model.

name

The string that is shown on the menu.

report_name

The name of the trytond.report.Report.

model

The name of the Model.

report

The path to the template file starting with the module directory.

template_extension

The template format.

And like for the wizard, the Action Keyword makes the Report available as action to any training.opportunity.

Finally we create the OpenDocument template as opportunity.fodt using LibreOffice. We use the Genshi XML Template Language implemented by relatorio using Placeholder Text. The rendering context contains the variable records which is a list of selected record instances.

Here is an example of the directives to insert in the document:

<for each="opportunity in records">
Opportunity: <opportunity.rec_name>
Party: <opportunity.party.rec_name>
Start Date: <format_date(opportunity.start_date) if opportunity.start_date else ''>
End Date: <format_date(opportunity.end_date) if opportunity.end_date else ''>

Comment:
<for each="line in (opportunity.comment or '').splitlines()">
<line>
</for>
</for>

Note

We must render text field line by line because OpenDocument does not consider simple breakline.

Update database#

As we have registered new report and XML records, we need to update the database with:

$ trytond-admin -d test --all

And restart the server and reconnect with the client to test rendering the report:

$ trytond

Next we create a a reporting model using SQL query.

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