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Re: recurring report

Re: recurring report

Tnx for the feedback Holger & sorry if I wasn't clear enough.

There is a custom model "consumptions" and I would like to give the user the ability to configure the periodic generation and sending of some specific report to a res_partner defined in the agreement.

The user would click to add a new periodic report. Fill in the settings and select a report to be sent.

 --
Yves Goldberg
--


----- Original message -----
From: Holger Brunn <mail@hunki-enterprises.com>
Subject: Re: recurring report
Date: Wednesday, June 02, 2021 18:27

> From an agreement, manage the generation and sending of monthly or quarterly

> report to a party set in the agreement. Do we have something that could

> help in OCA?

I think that's pretty much standard Odoo: Create a server action of type email 
(https://github.com/OCA/OCB/blob/14.0/addons/mail/models/ir_actions.py#L17), 
create a mail template pointing to your report (https://github.com/OCA/OCB/
blob/14.0/addons/mail/models/mail_template.py#L56), and stick the whole thing 
into an automated action (https://github.com/OCA/OCB/blob/14.0/addons/
base_automation/models/base_automation.py#L39) calling the action based on 
your period.


-- 
Your partner for the hard Odoo problems
https://hunki-enterprises.com


_______________________________________________
Post to: mailto:contributors@odoo-community.org



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by Yves Goldberg - 09:10 - 4 Jun 2021

1 attachments 1 attachments

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Reference

  • recurring report
    Hi,

    I am looking to provide an interface to generate reports periodically.

    context:
    From an agreement, manage the generation and sending of monthly or quarterly report to a party set in the agreement. 

    Do we have something that could help in OCA?

    thank you

     --
    Yves Goldberg
    odoo| Official Partner - OCA delegate
    Open Source ERP, CRM & CMS
    T +972 (3) 720 8818
    M +972 (55) 966 1405
    T +32 (2) 588 2500
     
     
    --

    by Yves Goldberg - 08:30 - 2 Jun 2021

    2 replies 2 replies

    • Re: recurring report
      Tnx for the feedback Holger & sorry if I wasn't clear enough.

      There is a custom model "consumptions" and I would like to give the user the ability to configure the periodic generation and sending of some specific report to a res_partner defined in the agreement.

      The user would click to add a new periodic report. Fill in the settings and select a report to be sent.

       --
      Yves Goldberg
      --


      ----- Original message -----
      From: Holger Brunn <mail@hunki-enterprises.com>
      Subject: Re: recurring report
      Date: Wednesday, June 02, 2021 18:27

      > From an agreement, manage the generation and sending of monthly or quarterly

> report to a party set in the agreement. Do we have something that could

> help in OCA?

I think that's pretty much standard Odoo: Create a server action of type email 
(https://github.com/OCA/OCB/blob/14.0/addons/mail/models/ir_actions.py#L17), 
create a mail template pointing to your report (https://github.com/OCA/OCB/
blob/14.0/addons/mail/models/mail_template.py#L56), and stick the whole thing 
into an automated action (https://github.com/OCA/OCB/blob/14.0/addons/
base_automation/models/base_automation.py#L39) calling the action based on 
your period.


-- 
Your partner for the hard Odoo problems
https://hunki-enterprises.com


      _______________________________________________
      Post to: mailto:contributors@odoo-community.org



      Attachments:
      • signature.asc

      by Yves Goldberg - 09:10 - 4 Jun 2021

      1 attachments 1 attachments

      image.png
    • Re: recurring report 
      > From an agreement, manage the generation and sending of monthly or quarterly

> report to a party set in the agreement. Do we have something that could

> help in OCA?

I think that's pretty much standard Odoo: Create a server action of type email 
(https://github.com/OCA/OCB/blob/14.0/addons/mail/models/ir_actions.py#L17), 
create a mail template pointing to your report (https://github.com/OCA/OCB/
blob/14.0/addons/mail/models/mail_template.py#L56), and stick the whole thing 
into an automated action (https://github.com/OCA/OCB/blob/14.0/addons/
base_automation/models/base_automation.py#L39) calling the action based on 
your period.


-- 
Your partner for the hard Odoo problems
https://hunki-enterprises.com
      by Holger Brunn - 05:26 - 2 Jun 2021

      1 attachments 1 attachments

      signature.asc