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Re: tests/feedbacks for the new reporting

 

To all,

We are looking for feedback on the reports themselves because we rewrote
most reports: sales order, invoices, delivery orders, ... but also: balance
sheet, aged trial balance, P&L, pricelist print,...

Feedback on the report designer is less interesting as this system is
designed to be used by partners through the HTML Editor or through code in
their modules. What's really important is to test if all reports of OpenERP
are still working like in v7.

We had to rewrote the code of 70 reports, that's why it's important to
test. We are not sure we did not integrated a regression.

Thanks,


Fabien


On Mon, Jan 27, 2014 at 8:07 PM, Fabien Pinckaers <fp@xxxxxxxxxxx> wrote:

> Joel,
>
>  * When I edit a report, I edit both the template and the current SO (e.g.
>> SO00007). I don't know which of my modifications will appear on all reports
>> and which will only apply on my current editing SO.
>>
>> That is a problem. Wee need to know which part we're editing : the
>> template of all SO, or only this SO ?! In term of right management as well,
>> I want my salesman to print good SO for my customer, but I don't want them
>> to change my template layout...
>>
>
> The goal of this branch is certainly not to have salesman to edit reports
> in OpenERP. It's an alternative to RML, Office Report Designer, Jasper
> Report, Webkit reports, ... It's more for partners to quickly create or
> customize reports like sales order, invoices, delivery orders, ... They can
> use the edit inline feature, but they will certainly use the HTML Editor
> feature from the Customize menu.
>
> Having said that, the system is so simple and powerful that it actually
> works for salesman to edit reports too:
>    - it follows access rights: the salesman will not be able to change the
> design of a report, only products related fields (it can be improved in a
> way so that zone are not even accessible, currently the check is at the
> save only)
>    - it shows a yellow border when you edit a record, no yellow border
> when you edit the design of the sale order
>
>
>
>
>
>
>
>
>>
>> I don't know how, but I strongly suggest :
>>
>>  * to have various level of editing possibility related to the user's
>> right: an admin will be able to edit the template where a salesman will
>> only edit the current SO
>>  * to have a visual way to identify what belong to the template and what
>> belong to the current report while editing
>>  * If it is not possible, better to ensure all the modification are only
>> for the current report to save headache to people ;)
>>
>> Keep up the good work !
>>
>>
>> Regards,
>>
>> Joël
>>
>>
>>
>>
>>
>>
>> On Mon, Jan 27, 2014 at 11:16 AM, Simon Lejeune <sle@xxxxxxxxxxx> wrote:
>>
>>> Hello everyone,
>>> I'm working on the reporting part of OpenERP and i need your help. I'm
>>> now at a development phase where mass testing of this feature can be
>>> (really) appreciable.
>>>
>>> Big idea is that the reports are now complete webpages, so they are
>>> customizable using html code. Inside your html code, you can use a simple
>>> 'magic' syntax to display fields of a browse record, etc. I encourage you
>>> to check the sale order report for a speaking sample.
>>>
>>> The first thing you'll see when testing the sale order is a pdf result.
>>> How can you modify it ? by displaying the html version of this report. Two
>>> way of doing this:
>>> 1) activate the technical feature and go to settings > reportings >
>>> reports > search for sale.order and replace report's type from 'qweb-pdf'
>>> to 'qweb-html'.
>>> 2) just edit the url from /report/pdf/report/sale.report_saleorder/7 to
>>> /report/sale.report_saleorder/7
>>>
>>> I think you now get the idea : qweb-pdf is the printed qweb-html.
>>>
>>> To customize the pdf result you can set paperformat records in
>>> settings>technical>reporting>Paper Format and set one by default on your
>>> company and/or explicitely associate a report to a paper format. You can
>>> define dpi, margin-top etc on them.
>>>
>>> Known issues:
>>> Header and footer of the resulting pdf: you have to define your header
>>> in a <reportheader> tag and footer in a <reportfooter> one. But the secund
>>> thing to define is the margin of your header ; if you put text or image too
>>> big to be displayed under this margin, then you will have some hidden text
>>> or even a crash of the pdf engine.
>>>
>>> Beware that if you use the internal/external layouts that i have set,
>>> there is a data-report-margin-top attribute on the html root tag that is
>>> prioritized over the margin-top set in paperformat. So it is this
>>> margin-top that you must edit!
>>>
>>> Notes:
>>> - Branch is named 'trunk-qweb-report' and is available at
>>> http://runbot.openerp.com/.
>>> today's branch is http://trunk-qweb-report-28555-all.runbot.openerp.com/
>>> - 'website' module is mandatory to dislay the reports. So, either you
>>> use 'all addons' when connecting to the branch on runbot or you install
>>> 'website' module on base-install.
>>> - It's not possible to directly access the xml code of views (webpages)
>>> from the reporting > reports menu. If you want to edit it, just use the
>>> html view of the page. To access the views: technical > user interface >
>>> views.
>>>
>>> I'm sure you all know that the report engine is a tricky part of any
>>> software, so please be patient as it's likely to be buggy at start.
>>> That's also why your help and feedback are appreciated.
>>>
>>> Feedbacks can contain:
>>> - traceback (critic issue)
>>> - no traceback but the datas shown are wrong (critic issue)
>>> - ugly reports/ulgy html code
>>> - ideas to simplify this module
>>> - wanted new features or comments
>>>
>>> Thanks in advance,
>>> Simon
>>>
>>>
>>> _______________________________________________
>>> Mailing list: https://launchpad.net/~openerp-community
>>> Post to     : openerp-community@xxxxxxxxxxxxxxxxxxx
>>> Unsubscribe : https://launchpad.net/~openerp-community
>>> More help   : https://help.launchpad.net/ListHelp
>>>
>>>
>>
>>
>> --
>>
>>
>> *camptocamp*
>> INNOVATIVE SOLUTIONS
>> BY OPEN SOURCE EXPERTS
>>
>> *Joël Grand-Guillaume*
>> Division Manager
>> Business Solutions
>>
>> +41 21 619 10 28
>> www.camptocamp.com
>>
>>
>>
>> _______________________________________________
>> Mailing list: https://launchpad.net/~openerp-community
>> Post to     : openerp-community@xxxxxxxxxxxxxxxxxxx
>> Unsubscribe : https://launchpad.net/~openerp-community
>> More help   : https://help.launchpad.net/ListHelp
>>
>>
>

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