diff --git a/content/applications/productivity/knowledge/articles_editing.rst b/content/applications/productivity/knowledge/articles_editing.rst index 766bbd38f..9063dc058 100644 --- a/content/applications/productivity/knowledge/articles_editing.rst +++ b/content/applications/productivity/knowledge/articles_editing.rst @@ -19,6 +19,8 @@ to move to the next line. later, you must do it manually. To do so, click the name on the top bar and proceed to the modification. +.. _knowledge/text-editor: + Text editor ----------- @@ -90,6 +92,8 @@ proceed equally and click the red-circled :guilabel:`x`. - The emoji is also displayed before the corresponding article in the side panel hierarchic tree. - Click the emoji on the side panel to change it without opening the related article. +.. _knowledge/powerbox: + Commands ======== diff --git a/content/applications/productivity/studio/pdf_reports.rst b/content/applications/productivity/studio/pdf_reports.rst index 577cc2c04..4401391cc 100644 --- a/content/applications/productivity/studio/pdf_reports.rst +++ b/content/applications/productivity/studio/pdf_reports.rst @@ -2,341 +2,541 @@ PDF reports =========== -With Studio, you can edit existing PDF reports (e.g., orders and quotations) or create new ones. - -.. important:: - To edit a standard PDF report, it is strongly recommended to **duplicate** it and make changes to - the duplicated version, as changes made to standard reports will be overwritten after an Odoo - upgrade. To duplicate a report, go to :menuselection:`Studio --> Reports`. Hover the mouse - pointer on the top right corner of the report, click the vertical ellipsis icon (:guilabel:`⋮`), - and then select :guilabel:`Duplicate`. - - .. image:: pdf_reports/duplicate-report.png - :alt: Duplicating a PDF report +With Studio, you can :ref:`edit existing PDF reports ` (e.g., invoices, +quotations, etc.) or :ref:`create new ones `. .. _studio/pdf-reports/default-layout: Default layout ============== -The default layout of reports is managed outside Studio. Go to :menuselection:`Settings --> -Companies: Document Layout --> Configure Document Layout`. Layout settings apply to all reports but -only to the current company. +The default layout of reports is managed outside Studio. Go to :menuselection:`Settings`, then, in +the :guilabel:`Companies` section, click :guilabel:`Configure Document Layout`. Layout settings are +company-specific but apply to all reports. .. tip:: - Use :guilabel:`Download PDF Preview` to view how the different settings affect the layout of a - sample invoice. + You can see how the different settings affect the report layout in the report preview on the + right, or download a sample invoice PDF by clicking :guilabel:`Download PDF Preview`. + +Use the following settings: .. _studio/pdf-reports/default-layout/layout: -Layout ------- +- :guilabel:`Layout`: Four layouts are available: -Four layouts are available. + .. tabs:: -.. tabs:: + .. tab:: Light - .. tab:: Light + .. image:: pdf_reports/layout-light.png + :alt: Light report layout sample - .. image:: pdf_reports/light.png - :alt: Light report layout sample + .. tab:: Boxed - .. tab:: Boxed + .. image:: pdf_reports/layout-boxed.png + :alt: Boxed report layout sample - .. image:: pdf_reports/boxed.png - :alt: Boxed report layout sample + .. tab:: Bold - .. tab:: Bold + .. image:: pdf_reports/layout-bold.png + :alt: Bold report layout sample - .. image:: pdf_reports/bold.png - :alt: Bold report layout sample + .. tab:: Striped - .. tab:: Striped - - .. image:: pdf_reports/striped.png - :alt: Striped report layout sample + .. image:: pdf_reports/layout-striped.png + :alt: Striped report layout sample .. _studio/pdf-reports/default-layout/font: -Font ----- - -Seven fonts are available. Click on the links below to preview them on `Google Fonts -`_. - -- `Lato `_ -- `Roboto `_ -- `Open Sans `_ -- `Montserrat `_ -- `Oswald `_ -- `Raleway `_ -- `Tajawal `_ - - .. note:: - :guilabel:`Tajawal` supports both Arabic and Latin scripts. +- :guilabel:`Font`: Seven fonts are available: Lato, Roboto, Open Sans, Montserrat, Oswald, Raleway, + and Tajawal (which supports Arabic and Latin scripts). Go to the + `Google Fonts website `_ to preview them. .. _studio/pdf-reports/default-layout/logo: -Company logo ------------- - -Upload an image file to add a :guilabel:`Company Logo`. - -.. note:: - This adds the logo to the company’s record on the *Company* model, which you can access by going - to :menuselection:`General Settings --> Companies --> Update Info`. +- :guilabel:`Company logo`: Click the :guilabel:`Edit` button to upload or change the logo. This + adds the logo to the company’s record on the *Company* model, which you can access by going to + :menuselection:`Settings` and then clicking :guilabel:`Update Info` in the :guilabel:`Companies` + section. .. _studio/pdf-reports/default-layout/colors: -Colors ------- - -Change the primary and secondary colors used throughout reports to highlight important elements. -The default colors are automatically generated based on the colors of the logo. +- :guilabel:`Colors`: Change the primary and secondary colors used to structure reports. The default + colors are automatically generated based on the colors of the logo. .. _studio/pdf-reports/default-layout/background: -Layout background ------------------ +- :guilabel:`Layout background`: The following backgrounds are available: -Change the :guilabel:`Layout Background` of the report: - -- :guilabel:`Blank`: nothing is displayed. -- :guilabel:`Geometric`: an image featuring geometric shapes is displayed in the background. -- :guilabel:`Custom`: use a custom background image by uploading one. + - :guilabel:`Blank`: nothing is displayed. + - :guilabel:`Geometric`: an image featuring geometric shapes is displayed in the background. + - :guilabel:`Custom`: upload a custom background image. .. _studio/pdf-reports/default-layout/tagline: -Company tagline ---------------- - -The :guilabel:`Company Tagline` is displayed on the header of :ref:`External reports -`. You can add multiple lines of text. +- :guilabel:`Company tagline`: This is displayed in the header of :ref:`external reports + `. You can add multiple lines of text. .. _studio/pdf-reports/default-layout/details: -Company details ---------------- - -The :guilabel:`Company Details` are displayed on the header of :ref:`External reports -`. You can add multiple lines of text. +- :guilabel:`Company details`: These are displayed in the header of :ref:`external reports + `. You can add multiple lines of text. .. _studio/pdf-reports/default-layout/footer: -Footer ------- - -Use the :guilabel:`Footer` field to put any text in the :ref:`External reports' -` footers. You can add multiple lines of text. +- :guilabel:`Footer`: This text is used in the footer of :ref:`external reports + `. You can add multiple lines of text. You can also + edit the footer using the :ref:`report editor `. .. _studio/pdf-reports/default-layout/paper: -Paper format ------------- +- :guilabel:`Paper format`: to define the default paper size of reports. You can select + :guilabel:`A4` (21 cm x 29.7 cm), :guilabel:`US Letter` (21.59 cm x 27.54 cm), or + :guilabel:`QR codes page`. This can also be defined for individual reports in the + :guilabel:`Paper format` field in :ref:`Studio `. -Use the :guilabel:`Paper format` field to change the paper size of reports. You can either select -:guilabel:`A4` (21 cm x 29.7 cm) or :guilabel:`US Letter` (21.59 cm x 27.54 cm). +.. _studio/pdf-reports/create: -.. tip:: - You can change the :guilabel:`Paper format` on individual reports. Open the app containing the - report, then go to :menuselection:`Studio --> Reports --> Select or Create a report --> Report - --> Select a Paper format`. +Creating new PDF reports +======================== -.. image:: pdf_reports/default-layout.png - :alt: Configuration pop-up window for the default layout of PDF reports - -.. _studio/pdf-reports/header-footer: - -Header and footer -================= - -When creating a new report in Studio, you must choose between one of three styles of reports first. -This is solely used to determine what is displayed on the header and footer. To do so, go to the app -on which you want to add a new report, click the **Toggle Studio** button, then click -:guilabel:`Reports`. Click :guilabel:`New` and select -:ref:`studio/pdf-reports/header-footer/external`, :ref:`studio/pdf-reports/header-footer/internal`, -or :ref:`studio/pdf-reports/header-footer/blank`. +To create a new report for a model, access the model, click the **Toggle Studio** button, then click +:guilabel:`Reports`. Click :guilabel:`New` and, in the popup window that opens, select the type of +report. This is solely used to determine what is displayed in the header and footer: .. _studio/pdf-reports/header-footer/external: -External --------- +- :guilabel:`External`: -The header displays the company :ref:`studio/pdf-reports/default-layout/logo` and several values -set on the *Company* model: the :guilabel:`Company Name`, :guilabel:`Phone`, :guilabel:`Email`, and -:guilabel:`Website`. + - The header displays the company's :ref:`logo `, + :ref:`tagline `, and + :ref:`details `. + - The footer displays the values set in the + :ref:`Footer ` field and the page number. + +- :guilabel:`Internal`: The header displays the user's current date and time, + :guilabel:`Company Name`, and page number. There is no footer. + +- :guilabel:`Blank`: There is neither a header nor a footer. Click in the upper left corner of the + page to edit the report. + +Once you have created the report, you can start :ref:`editing it `. + +.. _studio/pdf-reports/edit: + +Editing PDF reports +=================== + +To access the reports available for a model, access the model (e.g., sales orders), click the +**Toggle Studio** button, then click :guilabel:`Reports`. Select an existing report to open it or +:ref:`create a new one `. .. tip:: - To change a company's information, go to :menuselection:`Settings --> Companies --> Update Info`. + Alternatively, you can also open Studio, click :guilabel:`Reports`, and search for a specific + report or model. -.. image:: pdf_reports/external-header.png - :alt: Example of an External header +.. important:: + It is strongly recommended to **duplicate** the standard report and perform changes in the + duplicated version. To duplicate a report, hover the mouse pointer on the top right corner + of the report, click the vertical ellipsis icon (:guilabel:`⋮`), and then select + :guilabel:`Duplicate`. -The footer displays the values set on the :ref:`studio/pdf-reports/default-layout/footer`, -:ref:`studio/pdf-reports/default-layout/details`, and -:ref:`studio/pdf-reports/default-layout/tagline` fields, as well as the page number. + .. image:: pdf_reports/duplicate-report.png + :alt: Duplicating a PDF report -.. image:: pdf_reports/external-footer.png - :alt: Example of an External footer +Options +------- -.. _studio/pdf-reports/header-footer/internal: +Once you've selected or created a report, you can use the options in the left part of the screen to: -Internal --------- - -The header displays the user's current date and time, :guilabel:`Company Name`, and page number. - -There is no footer. - -.. _studio/pdf-reports/header-footer/blank: - -Blank ------ - -There is neither a header nor a footer. - -.. _studio/pdf-reports/elements: - -Add tab -======= - -After opening an existing report or creating a new one, go to the :guilabel:`Add` tab to add or edit -elements. The elements are organized into four categories: :ref:`studio/pdf-reports/elements/block`, -:ref:`studio/pdf-reports/elements/inline`, :ref:`studio/pdf-reports/elements/table`, and -:ref:`studio/pdf-reports/elements/column`. - -.. _studio/pdf-reports/elements/block: - -Block ------ - -Block elements start on a new line and occupy the full width of the page. - -.. tip:: - You can set an element's width by selecting it and going to the :guilabel:`Options` tab. - -- :guilabel:`Text`: add any text using small font size by default. - -- :guilabel:`Title Block`: add any text using larger font size by default. - -- :guilabel:`Image`: add an image. You can either upload one from your device, add one from - an URL, or select one already existing on your database. - -- :guilabel:`Field`: dynamically add a field's value. - -- :guilabel:`Field & Label`: to dynamically add a field's value and label. - -- :guilabel:`Address Block`: to dynamically add the values, if any, of a contact's (`res.partner` - model): *Name*, *Address*, *Phone*, *Mobile*, and *Email*. - - .. image:: pdf_reports/address-block.png - :alt: Example of an Address Block - -.. _studio/pdf-reports/elements/inline: - -Inline ------- - -Inline elements are used around other elements. They do not start on a new line and the width adapts -to length of the content. - -.. tip:: - You can set an element's width and margins by selecting it and going to the :guilabel:`Options` - tab. - -- :guilabel:`Text`: add any text using small font size by default. - -- :guilabel:`Field`: dynamically add a field's value. - -.. _studio/pdf-reports/elements/table: - -Table ------ - -Table elements are used together to create a data table. - -- :guilabel:`Data table`: create a table and dynamically add a first column displaying the *Name* - values of a :ref:`Many2Many ` or :ref:`One2Many - ` field on your model. - - .. image:: pdf_reports/data-table.png - :alt: Example of a Data table - -- :guilabel:`Field Column`: add a new column to the table displaying the values of a :ref:`Related - Field ` to the one used to create the - :guilabel:`Data table`. - -- :guilabel:`Text in Cell`: add any text within an existing table cell. - -- :guilabel:`Field in Cell`: add, within an existing table cell, the values of a :ref:`Related - Field ` to the one used to create the - :guilabel:`Data table`. - -- :guilabel:`Subtotal & Total`: add an existing :guilabel:`Total` field's value. If a - :guilabel:`Taxes` field exists, the untaxed and taxes amounts are added before the total amount. - -.. _studio/pdf-reports/elements/column: - -Column ------- - -Columns are used to add multiple :ref:`blocks ` elements on the -same line. - -- :guilabel:`Two Columns`: add any text in two different columns. - -- :guilabel:`Three Columns`: add any text in three different columns. - -Report tab -========== - -Several configuration options are available under the :guilabel:`Report` tab. - -- :guilabel:`Name`: change the report name. The new name is applied everywhere (in Studio, under - the :guilabel:`Print` button, and for the PDF file name). - -- :guilabel:`Paper format`: change the paper size of the report. - -- :guilabel:`Add in print`: add the report under the :guilabel:`🖶 Print` button available on the +- Change the :guilabel:`Report name`. The new name is applied everywhere (in Studio, under + the :guilabel:`Print` button, and in the PDF file name). +- Modify the :guilabel:`Paper format`. If no value is selected, the format defined in the + :ref:`default layout ` is used. +- :guilabel:`Show in print menu`: to add the report in the :guilabel:`Print` menu available from the record. - -- :guilabel:`Limit visibility to groups`: limit the availability of the PDF report to specific +- :guilabel:`Reload from attachment`: to save the report as an attachment on the record the first + time it is generated and reload the original version of the report any subsequent time. This is + legally required for invoices and is mainly used in this case. +- :guilabel:`Limit visibility to groups`: to limit the availability of the PDF report to specific :doc:`user groups <../../general/users/access_rights>`. +- :guilabel:`Edit sources`: to modify the report directly in the :ref:`XML file + `. +- :guilabel:`Reset report`: to discard all changes made to the report and reset it to its standard + version. +- :guilabel:`Print preview`: to generate and download a report preview. -Options tab -=========== +Report editor +------------- -Select an element on the report to access the element's options and edit it. +The report editor allows you to modify the formatting and contents of the report. -.. image:: pdf_reports/text-options-tab.png - :alt: The Options tab for a text element +.. tip:: + - You can :guilabel:`Undo` or :guilabel:`Redo` changes using the related buttons or the shortcuts + `CTRL Z` and `CTRL Y`. + + - Changes are saved automatically when you leave the report or manually using the + :guilabel:`Save` button. + + - You can reset the report to its standard version by clicking the :guilabel:`Reset report` button + in the left part of the screen. + +.. important:: + Editing the header and footer of a report impacts all standard and custom reports. + +Conditional blocks +~~~~~~~~~~~~~~~~~~ + +The dashed rectangles represent **conditional blocks** (*if/else* statements). These are used to +show/hide content based on specific conditions. Click on the block to view the conditions. + +.. image:: pdf_reports/conditional-block-if.png + :alt: View conditions applied to a block. + +Select a value to preview its corresponding output and edit it if necessary. + +.. image:: pdf_reports/conditional-block-else.png + :alt: Preview the output of another condition. .. note:: - You can select and edit multiple elements at the same time by clicking on the different sections - or divisions (e.g., `div`, `table`, etc.). + Conditions can only be edited in :ref:`XML `. -Below are presented some of the most common options: +Other content +~~~~~~~~~~~~~ -- :guilabel:`Margins`: add spacing at the :guilabel:`top`, :guilabel:`right`, :guilabel:`bottom`, - and :guilabel:`left` of the element. +There are two types of text content in reports: -- :guilabel:`Width`: set the element's maximum width. +- Static text, i.e., the text that's not highlighted in blue, which can be modified directly in the + editor. +- Dynamic text, i.e., the text that's highlighted in blue, which is replaced by field values when + the report is generated, e.g., the SO number or the quotation date. -- :guilabel:`Visible if`: set under which condition(s) the element should be displayed. +You can add content (e.g., fields, lists, tables, images, banners, etc.) to the report using +commands. Type `/` to open the :ref:`powerbox `, then type the command's +name or select it from the list. -- :guilabel:`Visible for`: set for which :doc:`users groups <../../general/users/access_rights>` - the element should be displayed. +To add static text to the report, type the text where you want it. -- :guilabel:`Remove from View`: remove the element from the report's view. +For more advanced changes, you can :ref:`edit the report in the XML directly +`. -- :guilabel:`Text decoration`: bold, italicize, and underline the font. +.. _studio/pdf-reports/add-field: -- :guilabel:`Alignment`: align the element to the left, center, or right of the report. +Add a field +*********** -- :guilabel:`Font style`: use one of the default font styles. +To add a field, type `/` and select the :guilabel:`Field` command. In the list that opens, select +or search for the field; click the right arrow next to the field name to access the list of related +fields if needed. Then, specify the default value and press `Enter`. -- :guilabel:`Colors`: change the font's color and the background color. +.. image:: pdf_reports/powerbox-field.png + :alt: Select a related field. -.. note:: - You may need to select a section or division above the element you want to edit to see some of - the options described above. +Formatting +********** + +To format text in the report, select it, then format it using the options in the +:ref:`knowledge/text-editor`. + + .. image:: pdf_reports/text-editor.png + :alt: Format text using the text editor. + +.. _studio/pdf-reports/XML-editing: + +Editing the report's XML +------------------------ + +.. warning:: + Modifying the XML directly may result in report issues during :doc:`upgrades + <../../../administration/upgrade>`. If this happens, simply copy your changes from the old + database into your upgraded database. + +To edit the report's XML, click :guilabel:`Edit sources` in the left pane. + +Examples +~~~~~~~~ + +.. spoiler:: Modify a non-compliant table + + Sometimes, tables are not properly recognized as such due to complex structures. In those cases, + you can still modify them manually in the report XML. For example, with a sales order, you can + find the following structure in the XML (simplified for documentation purposes): + + .. code-block:: xml + + + + + + + + + + + + + + + + + + + +
NamePrice
+ +
+ + To modify a table, you must ensure that each row has the same number of data cells. For example, + in the case above, you need to add a cell in the header section (with e.g., the column title) + and another one in the body section with the field content (usually, with a `t-out` or + `t-field` directive). + + .. code-block:: xml + :emphasize-lines: 6,13 + + + + + + + + + + + + + +
Name PriceCategory
+ + +
+ + .. note:: + Cells can span multiple rows or columns. For more information, go to the + `Mozilla Developer Network website `_. + + For example, you can modify the **Quotation/Order** report to add a column to display the + product category in the main table: + + .. code-block:: xml + :emphasize-lines: 6,13 + + + + + + + + + + [...] + + + +
DescriptionProduct CategoryQuantityUnit Price
Bacon Burger + + 3 + units + + + .. image:: pdf_reports/XML-SO-product-category.png + :alt: Add a Product Category column in a SO. + +.. spoiler:: Add a data table + + To add a table in XML, you need to know the names of the fields and objects you wish to access + and display. As an example, let's add a table that details the tags on a sales order: + + .. code-block:: xml + + + + + + + + + + + + + + + + + + + +
IDName
+ +
+ + .. image:: pdf_reports/XML-data-table.png + :alt: Add a data table in XML + + .. note:: + When adding tables manually, style them using `Bootstrap classes + `_, like the `table` class included in the + example above. + +.. spoiler:: Conditional blocks + + If you want to show/hide content based on specific conditions, you can manually add `if/else` + control statements in the report XML. + + For example, if you want to hide a custom data table if there are no tags, you can use the `t-if` + attribute to define the condition, which is then evaluated as `True` or `False`. The table will + not be displayed if there are no tags in the quotation. + + .. code-block:: xml + :emphasize-lines: 2 + + + + + + + + + + + + + + + + + + + +
IDName
+ +
+ + If you want to display another block in case the `t-if` statement is evaluated as `False`, you + can specify it using the `t-else` statement. The `t-else` block must directly follow the `t-if` + block in the document structure. There is no need to specify any condition in the `t-else` + attribute. As an example, let's show a quick message explaining that there are no tags on the + quotation: + + .. code-block:: xml + :emphasize-lines: 22 + + + + + + + + + + + + + + + + + + + +
IDName
+ +
+
No tag present on this document.
+ + By using the `t-if/t-else` notation, the report editor recognizes that these sections are + mutually exclusive and should be displayed as conditional blocks: + + .. image:: pdf_reports/XML-condition-if.png + :alt: Output preview if there are tags. + + You can switch conditions using the editor to preview their output: + + .. image:: pdf_reports/XML-condition-else.png + :alt: Output preview if there are no tags. + + If you wish to have multiple options, you can also use `t-elif` directives to add intermediary + conditions. For example, this is how the title of sales order reports changes based on the + condition of the underlying document. + + .. code-block:: xml + +

+ Pro-Forma Invoice # + Quotation # + Order # + SO0000 +

+ + The title *Pro-Forma Invoice* is used depending on some contextual conditions. If these + conditions are not met and the state of the document is either `draft` or `sent`, then + *Quotation* is used. If none of those conditions are met, the report's title is *Order*. + +.. spoiler:: Images + + Working with images in a report can be challenging, as precise control over image size and + behavior is not always obvious. You can insert image fields using the report editor + (:ref:`by using the /Field command `), but inserting them in XML + using the `t-field` directive and accompanying `t-options` attributes provides better sizing and + positioning control. + + For example, the following code outputs the field `image_128` of the line's product as a + 64px-wide image (with an automatic height based on the image's aspect ratio). + + .. code-block:: xml + + + + The following options are available for image widgets: + + - `width`: width of the image, usually in pixels or CSS length units (e.g., `rem`) (leave empty + for auto-width). + - `height`: height of the image, usually in pixels or CSS length units (e.g., `rem`) (leave empty + for auto-height). + - `class`: CSS classes applied on the `img` tag; `Bootstrap classes + `_ are available. + - `alt`: alternative text of the image + - `style`: style attribute; it allows you to override styles more freely than with + `Bootstrap classes `_. + + These attributes must contain strings, i.e., text enclosed within quotes within quotes, e.g., + `t-options-width="'64px'"` (or, alternatively, a valid Python expression). + + .. note:: + The image widget cannot be used on an `img` tag. Instead, set the `t-field` directive on a + `span` (for inline content) or `div` (for block content) node. + + For example, let's add a column with the product image in the quotation table: + + .. code-block:: xml + :emphasize-lines: 4,14-20 + + + + + + + + + + [...] + + + + + + +
ImageDescriptionProduct CategoryQuantityUnit Price
+ + Bacon Burger + + The `t-options-width` attribute restricts the image width to 64 pixels, and the Bootstrap classes + used in `t-options-class` create a thumbnail-like border with rounded corners and a shadow. + + .. image:: pdf_reports/XML-images.png + :alt: Add a column with the product image in the quotation table. diff --git a/content/applications/productivity/studio/pdf_reports/XML-SO-product-category.png b/content/applications/productivity/studio/pdf_reports/XML-SO-product-category.png new file mode 100644 index 000000000..a790c47c9 Binary files /dev/null and b/content/applications/productivity/studio/pdf_reports/XML-SO-product-category.png differ diff --git a/content/applications/productivity/studio/pdf_reports/XML-condition-else.png b/content/applications/productivity/studio/pdf_reports/XML-condition-else.png new file mode 100644 index 000000000..e44d887e8 Binary files /dev/null and b/content/applications/productivity/studio/pdf_reports/XML-condition-else.png differ diff 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