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@bizzappdev bizzappdev commented Jan 12, 2026

  1. Feature: Upload, Create, and Link Spreadsheets to a particular record

    • This module introduces a reusable mixin that enables uploading XLSX files and automatically creating or linking Odoo Spreadsheet documents. It provides an easy way for users to attach, convert, and edit spreadsheets directly from any form view.
  2. Usage:

    • To enable spreadsheet upload functionality, inherit the mixin in your model:
      _inherit = ["spreadsheet.upload.mixin"]
      
      
    • Add the fields upload_file, file_name, and spreadsheet_id to your form view.
    • Add buttons for the following actions:
      • Create Spreadsheet From File > Creates a spreadsheet from the uploaded XLSX file.
      • Edit > Opens the linked spreadsheet document.
  3. Example Scenarios:

    • Inherit the Mixin and Enable Spreadsheet Upload
      • To enable spreadsheet uploads for Contacts, the res.partner model inherits the spreadsheet.upload.mixin.
      • This automatically adds the following fields to each Contact record:
        • upload_file – for uploading XLSX files
        • file_name – stores the uploaded file’s name
        • spreadsheet_id – links the created spreadsheet to the Contact
      • In the Contact form view, the following fields and buttons are added:
        • Upload File – to select an XLSX file from the computer
        • Create Spreadsheet From File – converts the uploaded file into an Odoo Spreadsheet
    • Upload and Create Spreadsheet
      • A user uploads an .xlsx file in the form view.
      • On clicking Create Spreadsheet From File, an Odoo Spreadsheet document is created from the uploaded attachment.
      • The created spreadsheet is linked to the current record and can be opened directly from the form using the Edit button.
  4. Benefits:

    • Enables direct integration between form views and Odoo Spreadsheets.
    • Simplifies importing, editing, and sharing spreadsheet-based data.
    • Reusable across multiple models, such as Projects, CRM Leads, or Accounting Documents.

@bizzappdev bizzappdev force-pushed the 16.0-ADD-spreadsheet_oca_upload_base-BAD branch from 4c281f3 to 19e6e6b Compare January 12, 2026 11:11
@bizzappdev bizzappdev force-pushed the 16.0-ADD-spreadsheet_oca_upload_base-BAD branch from 19e6e6b to 0b25b30 Compare January 12, 2026 11:33
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