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[19.0][FIX] spreadsheet_oca: Allow adding relational field columns and rows #141

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OCA-git-bot merged 1 commit into from
Oct 28, 2026
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[19.0][FIX] spreadsheet_oca: Allow adding relational field columns and rows #141

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20 changes: 20 additions & 0 deletions spreadsheet_oca/README.rst
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Expand Up @@ -88,6 +88,26 @@ Usage
of ``account.account`` model. (``income``, ``asset_receivable``,
etc.)

**Edit the columns of a list**
------------------------------

- Open the list side panel (``Data`` menu, then the list name).
- In the ``Columns`` section you can remove or reorder the columns, and
add new ones with the field selector. Relational fields can be
followed to add related values, e.g. ``Company > Name``
(``company_id.name``).
- Click on ``Insert list`` to write the updated columns in the sheet.

**Group a pivot by related fields**
-----------------------------------

- Open the pivot side panel and click on ``Add`` in the ``Columns`` or
``Rows`` section.
- Click on the arrow next to a many2one field to see the fields of the
related model, then pick one, e.g. ``Company > Fiscal Country``.
- Only stored fields can be used, as the grouping is done in the
database.

.. |image1| image:: https://raw.githubusercontent.com/OCA/spreadsheet/19.0/spreadsheet_oca/static/description/spreadsheet_create.png
.. |image2| image:: https://raw.githubusercontent.com/OCA/spreadsheet/19.0/spreadsheet_oca/static/description/spreadsheet_edit.png
.. |image3| image:: https://raw.githubusercontent.com/OCA/spreadsheet/19.0/spreadsheet_oca/static/description/o-spreadsheet.png
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3 changes: 3 additions & 0 deletions spreadsheet_oca/__manifest__.py
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Expand Up @@ -47,5 +47,8 @@
"spreadsheet_oca/static/src/spreadsheet/bundle/chart_panels.esm.js",
"spreadsheet_oca/static/src/spreadsheet/bundle/chart_panel.esm.js",
],
"web.assets_unit_tests": [
"spreadsheet_oca/static/tests/**/*",
],
},
}
16 changes: 16 additions & 0 deletions spreadsheet_oca/readme/USAGE.md
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Expand Up @@ -37,3 +37,19 @@
> - `ODOO.ACCOUNT.GROUP(type)`: Returns the account ids of a given
> group where type should be a value of the `account_type` field of
> `account.account` model. (`income`, `asset_receivable`, etc.)

## **Edit the columns of a list**

- Open the list side panel (`Data` menu, then the list name).
- In the `Columns` section you can remove or reorder the columns, and add
new ones with the field selector. Relational fields can be followed to
add related values, e.g. `Company > Name` (`company_id.name`).
- Click on `Insert list` to write the updated columns in the sheet.

## **Group a pivot by related fields**

- Open the pivot side panel and click on `Add` in the `Columns` or `Rows`
section.
- Click on the arrow next to a many2one field to see the fields of the
related model, then pick one, e.g. `Company > Fiscal Country`.
- Only stored fields can be used, as the grouping is done in the database.
50 changes: 37 additions & 13 deletions spreadsheet_oca/static/description/index.html
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Expand Up @@ -3,7 +3,7 @@
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
<title>Spreadsheet Oca</title>
<title>README.rst</title>
<style type="text/css">

/*
Expand Down Expand Up @@ -384,14 +384,16 @@ <h1>Spreadsheet Oca</h1>
<ul class="simple">
<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a><ul>
<li><a class="reference internal" href="#create-a-new-spreadsheet" id="toc-entry-2"><strong>Create a new spreadsheet</strong></a></li>
<li><a class="reference internal" href="#edit-the-columns-of-a-list" id="toc-entry-3"><strong>Edit the columns of a list</strong></a></li>
<li><a class="reference internal" href="#group-a-pivot-by-related-fields" id="toc-entry-4"><strong>Group a pivot by related fields</strong></a></li>
</ul>
</li>
<li><a class="reference internal" href="#development" id="toc-entry-3">Development</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-4">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-5">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-6">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-7">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-8">Maintainers</a></li>
<li><a class="reference internal" href="#development" id="toc-entry-5">Development</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-6">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-7">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-8">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-9">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-10">Maintainers</a></li>
</ul>
</li>
</ul>
Expand Down Expand Up @@ -445,31 +447,53 @@ <h3><a class="toc-backref" href="#toc-entry-2"><strong>Create a new spreadsheet<
</li>
</ul>
</div>
<div class="section" id="edit-the-columns-of-a-list">
<h3><a class="toc-backref" href="#toc-entry-3"><strong>Edit the columns of a list</strong></a></h3>
<ul class="simple">
<li>Open the list side panel (<tt class="docutils literal">Data</tt> menu, then the list name).</li>
<li>In the <tt class="docutils literal">Columns</tt> section you can remove or reorder the columns, and
add new ones with the field selector. Relational fields can be
followed to add related values, e.g. <tt class="docutils literal">Company &gt; Name</tt>
(<tt class="docutils literal">company_id.name</tt>).</li>
<li>Click on <tt class="docutils literal">Insert list</tt> to write the updated columns in the sheet.</li>
</ul>
</div>
<div class="section" id="group-a-pivot-by-related-fields">
<h3><a class="toc-backref" href="#toc-entry-4"><strong>Group a pivot by related fields</strong></a></h3>
<ul class="simple">
<li>Open the pivot side panel and click on <tt class="docutils literal">Add</tt> in the <tt class="docutils literal">Columns</tt> or
<tt class="docutils literal">Rows</tt> section.</li>
<li>Click on the arrow next to a many2one field to see the fields of the
related model, then pick one, e.g. <tt class="docutils literal">Company &gt; Fiscal Country</tt>.</li>
<li>Only stored fields can be used, as the grouping is done in the
database.</li>
</ul>
</div>
</div>
<div class="section" id="development">
<h2><a class="toc-backref" href="#toc-entry-3">Development</a></h2>
<h2><a class="toc-backref" href="#toc-entry-5">Development</a></h2>
<p>If you want to develop custom business functions, you can add others,
based on the file
<a class="reference external" href="https://github.com/odoo/odoo/blob/16.0/addons/spreadsheet_account/static/src/accounting_functions.js">https://github.com/odoo/odoo/blob/16.0/addons/spreadsheet_account/static/src/accounting_functions.js</a></p>
</div>
<div class="section" id="bug-tracker">
<h2><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h2>
<h2><a class="toc-backref" href="#toc-entry-6">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/spreadsheet/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/spreadsheet/issues/new?body=module:%20spreadsheet_oca%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h2><a class="toc-backref" href="#toc-entry-5">Credits</a></h2>
<h2><a class="toc-backref" href="#toc-entry-7">Credits</a></h2>
<div class="section" id="authors">
<h3><a class="toc-backref" href="#toc-entry-6">Authors</a></h3>
<h3><a class="toc-backref" href="#toc-entry-8">Authors</a></h3>
<ul class="simple">
<li>CreuBlanca</li>
</ul>
</div>
<div class="section" id="contributors">
<h3><a class="toc-backref" href="#toc-entry-7">Contributors</a></h3>
<h3><a class="toc-backref" href="#toc-entry-9">Contributors</a></h3>
<ul class="simple">
<li>Enric Tobella</li>
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
Expand All @@ -487,7 +511,7 @@ <h3><a class="toc-backref" href="#toc-entry-7">Contributors</a></h3>
</ul>
</div>
<div class="section" id="maintainers">
<h3><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h3>
<h3><a class="toc-backref" href="#toc-entry-10">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org">
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
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