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| 1 | +============================= |
| 2 | +Scheduled Asynchronous Export |
| 3 | +============================= |
| 4 | + |
| 5 | +.. |
| 6 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 7 | + !! This file is generated by oca-gen-addon-readme !! |
| 8 | + !! changes will be overwritten. !! |
| 9 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 10 | + !! source digest: sha256:170e4045b865c79a1eacbba69044d718814a3965bc3ad044ad2e4236f503153f |
| 11 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 12 | +
|
| 13 | +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png |
| 14 | + :target: https://odoo-community.org/page/development-status |
| 15 | + :alt: Beta |
| 16 | +.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
| 17 | + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
| 18 | + :alt: License: AGPL-3 |
| 19 | +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fqueue-lightgray.png?logo=github |
| 20 | + :target: https://github.com/OCA/queue/tree/17.0/export_async_schedule |
| 21 | + :alt: OCA/queue |
| 22 | +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
| 23 | + :target: https://translation.odoo-community.org/projects/queue-17-0/queue-17-0-export_async_schedule |
| 24 | + :alt: Translate me on Weblate |
| 25 | +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png |
| 26 | + :target: https://runboat.odoo-community.org/builds?repo=OCA/queue&target_branch=17.0 |
| 27 | + :alt: Try me on Runboat |
| 28 | + |
| 29 | +|badge1| |badge2| |badge3| |badge4| |badge5| |
| 30 | + |
| 31 | +Schedule automated exports sent by email at regular intervals (hours, |
| 32 | +days, weeks, months) to selected users. |
| 33 | + |
| 34 | +**Export Groups** allow bundling multiple exports into a single email |
| 35 | +with multiple attachments - useful for consolidated reporting. |
| 36 | + |
| 37 | +**Table of contents** |
| 38 | + |
| 39 | +.. contents:: |
| 40 | + :local: |
| 41 | + |
| 42 | +Configuration |
| 43 | +============= |
| 44 | + |
| 45 | +Creating an Export List |
| 46 | +----------------------- |
| 47 | + |
| 48 | +1. Open any model's list view (e.g., Partners, Sales Orders) |
| 49 | +2. Select at least one record |
| 50 | +3. Click **Action → Export** |
| 51 | +4. Select fields to export |
| 52 | +5. Save the field list with a meaningful name |
| 53 | + |
| 54 | +Configuring a Scheduled Export |
| 55 | +------------------------------ |
| 56 | + |
| 57 | +Navigate to **Settings → Technical → Automation → Scheduled Exports** |
| 58 | +and create a new record with: |
| 59 | + |
| 60 | +- Model and export list (created above) |
| 61 | +- Export domain (filter records to export) |
| 62 | +- Export format (CSV or Excel) |
| 63 | +- Recipients (users who will receive the export) |
| 64 | +- Schedule (frequency and next execution date) |
| 65 | +- Language (for field labels in the export) |
| 66 | + |
| 67 | +A cron job runs hourly to execute scheduled exports and groups. |
| 68 | + |
| 69 | +Usage |
| 70 | +===== |
| 71 | + |
| 72 | +When a scheduled export is configured, its execution is automatic based |
| 73 | +on the schedule. |
| 74 | + |
| 75 | +Users receive an email with a download link for the exported file. |
| 76 | +Attachments remain in the database for 7 days by default (configurable |
| 77 | +via the ``attachment.ttl`` system parameter). |
| 78 | + |
| 79 | +Export Groups |
| 80 | +------------- |
| 81 | + |
| 82 | +Group multiple exports into a single email: |
| 83 | + |
| 84 | +1. Navigate to **Settings > Technical > Automation > Grouped Scheduled |
| 85 | + Exports** |
| 86 | +2. Create a group specifying: |
| 87 | + |
| 88 | + - Recipients (users with email addresses) |
| 89 | + - Email template |
| 90 | + - Exports to include (select from standalone exports or create new |
| 91 | + ones) |
| 92 | + - Schedule (interval, next execution, language) |
| 93 | + |
| 94 | +3. Use **Send Test Email Now** to verify configuration |
| 95 | + |
| 96 | +**Important**: When an export is added to a group, it automatically |
| 97 | +inherits the group's scheduling parameters (recipients, interval, |
| 98 | +language, etc.). Individual exports within a group cannot be executed |
| 99 | +separately - only the group's cron job triggers their execution as a |
| 100 | +batch. |
| 101 | + |
| 102 | +Bug Tracker |
| 103 | +=========== |
| 104 | + |
| 105 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/queue/issues>`_. |
| 106 | +In case of trouble, please check there if your issue has already been reported. |
| 107 | +If you spotted it first, help us to smash it by providing a detailed and welcomed |
| 108 | +`feedback <https://github.com/OCA/queue/issues/new?body=module:%20export_async_schedule%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
| 109 | + |
| 110 | +Do not contact contributors directly about support or help with technical issues. |
| 111 | + |
| 112 | +Credits |
| 113 | +======= |
| 114 | + |
| 115 | +Authors |
| 116 | +------- |
| 117 | + |
| 118 | +* Camptocamp |
| 119 | +* ACSONE SA/NV |
| 120 | + |
| 121 | +Contributors |
| 122 | +------------ |
| 123 | + |
| 124 | +- Guewen Baconnier (Camptocamp) |
| 125 | +- `Komit <https://komit-consulting.com>`__: |
| 126 | + |
| 127 | + - Cuong Nguyen Mtm <cuong.nmtm@komit-consulting.com> |
| 128 | + |
| 129 | +- Stéphane Mangin (ACSONE SA/NV) |
| 130 | + |
| 131 | +Maintainers |
| 132 | +----------- |
| 133 | + |
| 134 | +This module is maintained by the OCA. |
| 135 | + |
| 136 | +.. image:: https://odoo-community.org/logo.png |
| 137 | + :alt: Odoo Community Association |
| 138 | + :target: https://odoo-community.org |
| 139 | + |
| 140 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 141 | +mission is to support the collaborative development of Odoo features and |
| 142 | +promote its widespread use. |
| 143 | + |
| 144 | +.. |maintainer-guewen| image:: https://github.com/guewen.png?size=40px |
| 145 | + :target: https://github.com/guewen |
| 146 | + :alt: guewen |
| 147 | +.. |maintainer-stephanemangin| image:: https://github.com/stephanemangin.png?size=40px |
| 148 | + :target: https://github.com/stephanemangin |
| 149 | + :alt: stephanemangin |
| 150 | + |
| 151 | +Current `maintainers <https://odoo-community.org/page/maintainer-role>`__: |
| 152 | + |
| 153 | +|maintainer-guewen| |maintainer-stephanemangin| |
| 154 | + |
| 155 | +This module is part of the `OCA/queue <https://github.com/OCA/queue/tree/17.0/export_async_schedule>`_ project on GitHub. |
| 156 | + |
| 157 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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