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Export dexterity contents in an excel file, one column by field

Project description

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collective.excelexport

What does this product

This product provides tools to provide excel exports to Plone users, under xls or csv format.

A framework, with default utilities to export the dexterity contents of a folder, the results of a catalog search, and the results of a eea faceted navigation search. Many field types are managed (text, list, file, boolean, datagrid…).

Try @@collective.excelexport view on any folder containing dexterity elements. Try @@collective.excelexport?excelexport.policy=excelexport.search&review_state=published on site root.

Try @@collective.excelexportcsv view on any folder for csv export.

How to configure this product

You can set a list of fields to be excluded from export via the registry record: collective.excelexport.excluded_exportables

How to extend it

Datasources

If you want to implement a new way to get content to export, you can register a #datasource#, wich is an adapter for collective.excelexport.interfaces.IDataSource interface.

This adapter can be a named one.

You will call this datasource calling the view @@collective.excelexport?excelexport.policy=datasourcename

See the IDataSource interface for more information

Exportables (excel sheet columns)

If you want to define new columns for your excel export, you will write or override:

- Exportable factories, adapters for IExportableFactory interface that provides a list of Exportables
- Exportables, that define columns.

Example of an exportable factory:

from plone.dexterity.interfaces import IDexterityFTI
from collective.excelexport.exportables.base import BaseExportableFactory
from collective.excelexport.exportables.dexterityfields import get_ordered_fields
from collective.excelexport.exportables.dexterityfields import get_exportable
from collective.excelexport.exportables.dexterityfields import ParentField
from collective.excelexport.exportables.dexterityfields import GrandParentField

class PSTActionFieldsFactory(BaseExportableFactory):
    adapts(IDexterityFTI, Interface, Interface)
    portal_types = ('pstaction',)

    def get_exportables(self):
        portal_types = api.portal.get_tool('portal_types')
        action_fti = portal_types['pstaction']
        oo_fti = portal_types['operationalobjective']
        os_fti = portal_types['strategicobjective']
        fields = []
        fields.extend([get_exportable(
            field[1], self.context, self.request)
            for field in get_ordered_fields(action_fti)])
        fields.extend([get_exportable(
            ParentField(field[1]), self.context, self.request)
            for field in get_ordered_fields(oo_fti)])
        fields.extend([get_exportable(
            GrandParentField(field[1]), self.context, self.request)
            for field in get_ordered_fields(os_fti)])
        return fields

Dexterity exportables

You have a complete set of exportables for dexterity fields. Those are multi-adapters of field, context and request.

You can override them declaring a more specific adapter.

You can also declare a named adapter with the field name if you want a specific rendering for one field.

Styles

If you don’t feel good with default styles, you can register a specific one for: ::
  • the export policy
  • the context
  • the layer

You just have to register a new IStyle adapter, in a zcml:

<adapter for="zope.interface.Interface
              .interfaces.IThemeSpecific"
         factory=".excelstyles.MyNeutralStyle"
         provides="collective.excelexport.interfaces.IStyles"
          />

If you do not specify the name, the styles will be registered for all policies.

and in python:

class MyNeutralStyle(Styles):

    content = xlwt.easyxf('font: height 200, name Arial, colour_index black, bold off; '
                     'align: wrap off, vert centre, horiz left;'
                     'borders: top thin, bottom thin, left thin, right thin;'
                     'pattern: pattern solid, back_colour white, fore_colour white'
                     )

    headers = xlwt.easyxf('font: height 200, name Arial, colour_index black, bold on; '
                         'align: wrap off, vert centre, horiz left; '
                         'borders: top thin, bottom thin, left thin, right thin; '
                         'pattern: pattern solid, back_colour white, fore_colour white; '
                         )

plone.restapi

To get an export via rest api, query @collective.excelexport / @collective.excelexportcsv (with one @)

Contributors

Changelog

1.8.1 (2019-11-06)

  • Safely decode voc_value (fix encoding issue) + test [boulch]

1.8 (2019-09-12)

# BREAKING CHANGES

CONFIGURATION_FIELDS constant has been removed, we now use a registry record: collective.excelexport.excluded_exportables

# CHANGES

  • Explicit inclusion of plone.restapi zcml [thomasdesvenain]
  • Exclude dexterity ‘allow discussion’ and ‘exclude_from_nav’ fields (previously, only archetypes fields were excluded) [thomasdesvenain]
  • Fix error when referenced object value has no Title method. [thomasdesvenain]
  • Fix: Don’t ommit fields that are in the default fieldset if there is one [petchesi-iulian]
  • Fix error on eea.faceted when there is a widget operator. [thomasdesvenain]
  • Archetypes support, Products.ATExtensions support (RecordField, RecordsField, FormattableNamesField). [thomasdesvenain]
  • Fix encoding issue.

1.7 (2018-06-22)

  • Added plone.restapi service. [thomasdesvenain]
  • Fixed csv export mimetype.
  • Added helper method get_exportable_for_fieldname. [gbastien]

1.6 (2018-01-05)

  • Fix: no limit for number of results in eeafaceted datasource. [cedricmessiant]

1.5 (2017-11-28)

  • Upgrade bootstrap. [sgeulette]
  • Fix: render choice field with source vocabulary [sgeulette]

1.4 (2017-05-31)

  • Prevent removal of exportables with similar names when ordering them [thomasdesvenain]
  • Refactor: view exposes method that creates data buffer from sheet data. [thomasdesvenain]
  • Made correct release [sgeulette]

1.3 (2016-11-28)

  • Fix: check if value_type is empty for collection field render. [bsuttor]
  • Fix: try to get the value of a method if the field is a method and translate DateTime results to a unicode, this fixes the export for objects with the IPublication Behavior. [pcdummy]
  • Fix: be sure to not retrieve an attribute on an object by acquisition. [vincentfretin]
  • Feature: render_style can now return a Style object with content and headers attribute to be able to customise the header style per exportable. [vincentfretin]
  • Feature: the passed obj to render_value is now exportable.field.bind(obj).context to make it easier to get data from parent or grandparent. [vincentfretin]
  • Feature: BaseFieldRenderer.render_header method returns now the translated field title instead of the Message object. [vincentfretin]
  • Fix: Ignore reverse parameter when creating export url. [cedricmessiant]
  • Feature: Add sort exportables feature using exportables_order list. Works with field and non-field exportables. [cedricmessiant, ebrehault, thomasdevenain]

1.2 (2014-09-10)

  • Feature: Added export under csv format. [thomasdesvenain]
  • API: Filter exportables by field name by default using excluded_exportables list. [cedricmessiant]
  • API: We can define a dexterity adapter for just one field using field name as adapter name. [thomasdesvenain]
  • Fix: Faceted nav export link ignores results per page criterion. [thomasdesvenain]
  • Fix: Translate sheet title. [thomasdesvenain]
  • Fix: Improve text fields support. [fngaha, thomasdesvenain]

1.1 (2014-06-19)

  • Rename search policy excelexport.search to avoid conflict with ‘search’ view. [thomasdesvenain]

1.0 (2014-06-02)

  • Initial release. [thomasdesvenain]

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