documentation/content/developer/reference/backend/reports.rst
Jonathan Castillo (jcs) 17319f92b2 [FIX] *: RST cleanup
RST cleanup to comply with the RST guidelines. This is required so we
can use "make test", as there are currently hundreds of errors. For now,
it is unusable because of the oldest code in this repo.

closes odoo/documentation#3581

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-02-15 12:51:21 +01:00

328 lines
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ReStructuredText

.. highlight:: xml
.. _reference/reports:
.. _reference/reports/report:
============
QWeb Reports
============
Reports are written in HTML/QWeb, like website views in Odoo. You can use
the usual :ref:`QWeb control flow tools <reference/qweb>`. The PDF rendering
itself is performed by wkhtmltopdf_.
Reports are declared using a :ref:`report action <reference/actions/report>`,
and a :ref:`reference/reports/templates` for the action to use.
If useful or necessary, it is possible to specify a
:ref:`reference/reports/paper_formats` for the report report.
.. _reference/reports/templates:
Report template
===============
Report templates will always provide the following variables:
``time``
a reference to :mod:`python:time` from the Python standard library
``user``
``res.user`` record for the user printing the report
``res_company``
record for the current ``user``'s company
``website``
the current website object, if any (this item can be present but ``None``)
``web_base_url``
the base url for the webserver
``context_timestamp``
a function taking :class:`python:datetime.datetime` in UTC\ [#unzoned]_ and
converting it to the timezone of the user printing the report
Minimal viable template
-----------------------
A minimal template would look like::
<template id="report_invoice">
<t t-call="web.html_container">
<t t-foreach="docs" t-as="o">
<t t-call="web.external_layout">
<div class="page">
<h2>Report title</h2>
<p>This object's name is <span t-field="o.name"/></p>
</div>
</t>
</t>
</t>
</template>
Calling ``external_layout`` will add the default header and footer on your
report. The PDF body will be the content inside the ``<div
class="page">``. The template's ``id`` must be the name specified in the
report declaration; for example ``account.report_invoice`` for the above
report. Since this is a QWeb template, you can access all the fields of the
``docs`` objects received by the template.
By default, the rendering context will also expose the following items:
``docs``
records for the current report
``doc_ids``
list of ids for the ``docs`` records
``doc_model``
model for the ``docs`` records
If you wish to access other records/models in the template, you will need
:ref:`a custom report <reference/reports/custom_reports>`, however in that case
you will have to provide the items above if you need them.
Translatable Templates
----------------------
If you wish to translate reports (to the language of a partner, for example),
you need to define two templates:
* The main report template
* The translatable document
You can then call the translatable document from your main template with the attribute
``t-lang`` set to a language code (for example ``fr`` or ``en_US``) or to a record field.
You will also need to re-browse the related records with the proper context if you use
fields that are translatable (like country names, sales conditions, etc.)
.. warning::
If your report template does not use translatable record fields, re-browsing the record
in another language is *not* necessary and will impact performances.
For example, let's look at the Sale Order report from the Sale module::
<!-- Main template -->
<template id="report_saleorder">
<t t-call="web.html_container">
<t t-foreach="docs" t-as="doc">
<t t-call="sale.report_saleorder_document" t-lang="doc.partner_id.lang"/>
</t>
</t>
</template>
<!-- Translatable template -->
<template id="report_saleorder_document">
<!-- Re-browse of the record with the partner lang -->
<t t-set="doc" t-value="doc.with_context(lang=doc.partner_id.lang)" />
<t t-call="web.external_layout">
<div class="page">
<div class="oe_structure"/>
<div class="row">
<div class="col-6">
<strong t-if="doc.partner_shipping_id == doc.partner_invoice_id">Invoice and shipping address:</strong>
<strong t-if="doc.partner_shipping_id != doc.partner_invoice_id">Invoice address:</strong>
<div t-field="doc.partner_invoice_id" t-options="{&quot;no_marker&quot;: True}"/>
<...>
<div class="oe_structure"/>
</div>
</t>
</template>
The main template calls the translatable template with ``doc.partner_id.lang`` as a
``t-lang`` parameter, so it will be rendered in the language of the partner. This way,
each Sale Order will be printed in the language of the corresponding customer. If you wish
to translate only the body of the document, but keep the header and footer in a default
language, you could call the report's external layout this way::
<t t-call="web.external_layout" t-lang="en_US">
.. tip::
Please take note that this works only when calling external templates, you will not be
able to translate part of a document by setting a ``t-lang`` attribute on an xml node other
than ``t-call``. If you wish to translate part of a template, you can create an external
template with this partial template and call it from the main one with the ``t-lang``
attribute.
Barcodes
--------
Barcodes are images returned by a controller and can easily be embedded in
reports thanks to the QWeb syntax (e.g. see :ref:`reference/qweb/attributes`):
.. code-block:: html
<img t-att-src="'/report/barcode/QR/%s' % 'My text in qr code'"/>
More parameters can be passed as a query string
.. code-block:: html
<img t-att-src="'/report/barcode/?
barcode_type=%s&amp;value=%s&amp;width=%s&amp;height=%s'%('QR', 'text', 200, 200)"/>
Useful Remarks
--------------
* Twitter Bootstrap and FontAwesome classes can be used in your report
template
* Local CSS can be put directly in the template
* Global CSS can be inserted in the main report layout by inheriting its
template and inserting your CSS::
<template id="report_saleorder_style" inherit_id="report.style">
<xpath expr=".">
<t>
.example-css-class {
background-color: red;
}
</t>
</xpath>
</template>
* If it appears that your PDF report is missing the styles, please check
:ref:`these instructions <reference/backend/reporting/printed-reports/pdf-without-styles>`.
.. _reference/reports/paper_formats:
Paper Format
============
Paper formats are records of ``report.paperformat`` and can contain the
following attributes:
``name`` (mandatory)
only useful as a mnemonic/description of the report when looking for one
in a list of some sort
``description``
a small description of your format
``format``
either a predefined format (A0 to A9, B0 to B10, Legal, Letter,
Tabloid,...) or ``custom``; A4 by default. You cannot use a non-custom
format if you define the page dimensions.
``dpi``
output DPI; 90 by default
``margin_top``, ``margin_bottom``, ``margin_left``, ``margin_right``
margin sizes in mm
``page_height``, ``page_width``
page dimensions in mm
``orientation``
Landscape or Portrait
``header_line``
boolean to display a header line
``header_spacing``
header spacing in mm
Example::
<record id="paperformat_frenchcheck" model="report.paperformat">
<field name="name">French Bank Check</field>
<field name="default" eval="True"/>
<field name="format">custom</field>
<field name="page_height">80</field>
<field name="page_width">175</field>
<field name="orientation">Portrait</field>
<field name="margin_top">3</field>
<field name="margin_bottom">3</field>
<field name="margin_left">3</field>
<field name="margin_right">3</field>
<field name="header_line" eval="False"/>
<field name="header_spacing">3</field>
<field name="dpi">80</field>
</record>
.. _reference/reports/custom_reports:
Custom Reports
==============
By default, the reporting system builds rendering values based on the target
model specified through the ``model`` field.
However, it will first look for a model named
:samp:`report.{module.report_name}` and call that model's
``_get_report_values(doc_ids, data)`` in order to prepare the rendering data for
the template.
This can be used to include arbitrary items to use or display while rendering
the template, such as data from additional models:
.. code-block:: python
from odoo import api, models
class ParticularReport(models.AbstractModel):
_name = 'report.module.report_name'
def _get_report_values(self, docids, data=None):
# get the report action back as we will need its data
report = self.env['ir.actions.report']._get_report_from_name('module.report_name')
# get the records selected for this rendering of the report
obj = self.env[report.model].browse(docids)
# return a custom rendering context
return {
'lines': docids.get_lines()
}
.. warning::
When using a custom report, the "default" document-related items
(``doc_ids``, ``doc_model`` and ``docs``) will *not* be included. If you
want them, you will need to include them yourself.
In the example above, the rendering context will contain the "global" values
as well as the ``lines`` we put in there but nothing else.
.. _reference/reports/custom_fonts:
Custom fonts
============
If you want to use custom fonts you will need to add your custom font and the related less/CSS to the ``web.reports_assets_common`` assets bundle.
Adding your custom font(s) to ``web.assets_common`` or ``web.assets_backend`` will not make your font available in QWeb reports.
Example::
<template id="report_assets_common_custom_fonts" name="Custom QWeb fonts" inherit_id="web.report_assets_common">
<xpath expr="." position="inside">
<link href="/your_module/static/src/less/fonts.less" rel="stylesheet" type="text/less"/>
</xpath>
</template>
You will need to define your ``@font-face`` within this less file, even if you've used in another assets bundle (other than ``web.reports_assets_common``).
Example::
@font-face {
font-family: 'MonixBold';
src: local('MonixBold'), local('MonixBold'), url(/your_module/static/fonts/MonixBold-Regular.otf) format('opentype');
}
.h1-title-big {
font-family: MonixBold;
font-size: 60px;
color: #3399cc;
}
After you've added the less into your assets bundle you can use the classes - in this example ``h1-title-big`` - in your custom QWeb report.
Reports are web pages
=====================
Reports are dynamically generated by the report module and can be accessed
directly via URL:
For example, you can access a Sale Order report in html mode by going to
\http://<server-address>/report/html/sale.report_saleorder/38
Or you can access the pdf version at
\http://<server-address>/report/pdf/sale.report_saleorder/38
.. [#unzoned] it does not matter what timezone the :class:`python:datetime`
object is actually in (including no timezone), its timezone will
unconditionally be *set* to UTC before being adjusted to the
user's
.. _wkhtmltopdf: https://wkhtmltopdf.org