Skip to Content

Contributors

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
odooOfficial Partner - OCA delegate
Open Source ERP, CRM & CMS
T +972 (3) 720 8818
+972 (55) 966 1405
+32 (2) 588 2500
 
 
--


by Yves Goldberg - 08:30 - 2 Jun 2021

Follow-Ups

  • 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
  • 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