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Re: tests/feedbacks for the new reporting

 

Hi Fabien,

   For the sales order report, I have a concern about the addresses, both for 7.0 and new qweb design.

   We know we have a option on menu Setting->Configuration->sales called "Allow a different address for delivery and invoicing"

   With this option check, user can select other address for shipping and invoicing than the customer address  itself. 

   Problem is when this option isn't selected. it's so strange to the end user that the printed sales order output customer address 3 times, you know those are three 5 lines big blocks. 

   Solution should be compare the shipping address and invoice address with customer main address, only print them out when there is diference.

   Looking for everybody's feedback.
 
------------------
Jeff Wang |  jeff@xxxxxxxxx | 18016291663 | 02158980787
@OpenERP_Jeff "As simple as possible, As complex as needed"
                    
      Maintainer of Open ERP china community  
      http://www.openerp-china.org 


 




------------------ Original ------------------
From:  "Fabien Pinckaers";<fp@xxxxxxxxxxx>;
Date:  Tue, Jan 28, 2014 03:13 AM
To:  "Joël Grand-Guillaum"<joel.grandguillaume@xxxxxxxxxxxxxx>; 
Cc:  "openerp-community"<openerp-community@xxxxxxxxxxxxxxxxxxx>; "Simon Lejeune"<sle@xxxxxxxxxxx>; 
Subject:  Re: [Openerp-community] 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



 


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camptocamp
 INNOVATIVE SOLUTIONS
BY OPEN SOURCE EXPERTS


 Joël Grand-Guillaume
Division Manager
Business Solutions
 

+41 21 619 10 28
www.camptocamp.com
 



















 
 
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