And I'd like to add domains to it (e.g. domain="[('date','=',time.strftime('%Y-%m-%d')),('state','=','done')]" ). I have tried making email templates using crm.phonecall.report.graph module, but with no success.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
And I'd like to add domains to it (e.g. domain="[('date','=',time.strftime('%Y-%m-%d')),('state','=','done')]" ). I have tried making email templates using crm.phonecall.report.graph module, but with no success.
Managed to do it using API and Python. You can make it run daily/weekly/montly by using cron.(Im running this in an Ubuntu server)
References:
https://www.odoo.com/documentation/8.0/api_integration.html
https://docs.python.org/2/library/email-examples.html
Code:
#!/usr/bin/env python
# -*- coding: utf-8 -*-
import time
import datetime
from datetime import date
import xmlrpclib
from xmlrpclib import ServerProxy
import smtplib
from email.mime.text import MIMEText
from email.mime.multipart import MIMEMultipart
SERVER = 'SERVERADDRESS'
db = 'DBNAME'
user_id = 'admin'
password = 'password'
#Connecting to the server
server = ServerProxy(SERVER+'/xmlrpc/common')
uid = server.login(db, user_id, password)
server = ServerProxy(SERVER+'/xmlrpc/object')
start = 'today'
stop = 'tomorrow'
#Example query
#returns a dictionary or False
query = server.execute_kw(db, uid, password,
'crm.phonecall', 'search_read',
[[['date','>=',start],['date','<=',stop],['state','ilike','done']]],
{'fields': ['user_id']})
#PARSE YOUR DATA
msg = MIMEMultipart('alternative')
COMMASPACE = ', '
people = ['person1@space.com','person2@otherplace.com']
me = 'me@me.me'
msg['Subject'] = 'SUBJECT'
msg['From'] = me
msg['To'] = COMMASPACE.join(people)
html = """\
<html>
<head>
<style></style>
</head>
<body>Parsed data from the query goes here. You can use CSS.</body>
</html>
"""
part1 = MIMEText(html, 'html')
msg.attach(part1)
# Send the message via our own SMTP server, but don't include the
# envelope header.
s = smtplib.SMTP('SMTPADDRESS')
s.starttls()
s.login('me@me.me', 'password123')
s.sendmail('me@me.me', people, msg.as_string())
s.quit()
If you share your solution, it would benefit others. (And your 'solution' would be worth the correct answer!!).
Edited
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Create an automated action (scheduler) that runs every day. Make it browse through the records and search for the reports you need (your date filtering). Send the e-mail with the send_mail function and simply attach the report to the e-mail.
Could you elaborate a bit more? I've never done any automated actions, so a little guide would be awesome.