Create an ODT document template

From Dolibarr ERP CRM Wiki
Jump to navigation Jump to search


This page describe how to build an ODT document template to build documents using ODT generation.

To know how to build a PDF template, see page Create a PDF document template. Building a PDF template require PHP development knowledge, but not building an ODT template.

Prerequisite

  • Dolibarr: 3.1+
  • OpenOffice: 3.2+, LibreOffice, ...

Create your document

  • Create from scratch an empty OpenOffice document and take a provided example. You may find them installed into a subdirectory of directory documents/doctemplates
  • Edit your document using all your Office suite features.

Include in your document the tags you want to see. Tags will be replaced during generation of document automatically by Dolibarr. List of all available tags are provided in next chapter.

Warning.png Warning, tags must be rounded with {} or [] for arrays (see later) and must be typed with no stop using Office suite (with no backspace and no copy-paste). If not doing that, Office suite adds some invisible information makes detection/replacement impossible. With LibreOffice you can also use the Ctrl+M to remove direct formatting from Tags

Tags

This is a list of tags that will be replaced with your informations:

Company/foundation information

{mycompany_logo} : Your company logo
{mycompany_name} : Your company name
{mycompany_address} : Your company address
{mycompany_zip} : Your company zip
{mycompany_town} : Your company town
{mycompany_country} : Your company country (label)
{mycompany_country_code} : Your company country (code: FR, US, IT...)
{mycompany_state} : Your company state (label)
{mycompany_state_code} : Your company state (code)
{mycompany_phone}
{mycompany_fax}
{mycompany_email}
{mycompany_web}
{mycompany_barcode}
{mycompany_capital}
{mycompany_juridicalstatus}
{mycompany_managers}
{mycompany_idprof1}
{mycompany_idprof2}
{mycompany_idprof3}
{mycompany_idprof4}
{mycompany_idprof5}
{mycompany_idprof6}
{mycompany_vatnumber} : Your company VAT number
{mycompany_object}
{mycompany_note_private} : Your company private note

Customers, prospects or suppliers information

{company_name} : Customer or Supplier company name
{company_name_alias}
{company_address}
{company_zip}
{company_town}
{company_country} : Customer or Supplier company country (label)
{company_country_code} : Customer or Supplier company country (code: FR, US, IT...)
{company_state}
{company_state_code}
{company_phone}
{company_fax}
{company_email}
{company_web}
{company_barcode}
{company_customercode} : Company customer code
{company_suppliercode} : Company supplier code
{company_customeraccountancycode} : Company customer accountancy code
{company_supplieraccountancycode} : Company supplier accountancy code
{company_capital}
{company_juridicalstatus}
{company_outstanding_limit}
{company_idprof1}
{company_idprof2}
{company_idprof3}
{company_idprof4}
{company_idprof5}
{company_idprof6}
{company_vatnumber} : Customer or Supplier company VAT number
{company_note_public} : Customer or Supplier company public note
{company_note_private} : Customer or Supplier company private note
{company_default_bank_iban}
{company_default_bank_bic}

Extra fields:
{company_options_xxx} : Value of extra field (where xxx is code of extra field)

Contacts

It is the tags for contact of invoice for invoices (type BILLING), contact of proposal for proposals (type CUSTOMER), contact of order for sale orders (type CUSTOMER). There is not tags for delivery contact.

{contact_fullname}
{contact_lastname}
{contact_firstname}
{contact_address}
{contact_zip}
{contact_town}
{contact_state_id}
{contact_state_code}
{contact_state}
{contact_country_id}
{contact_country_code}
{contact_country}
{contact_poste}
{contact_socid}
{contact_statut}
{contact_code}
{contact_email}
{contact_jabberid}
{contact_phone_pro}
{contact_phone_perso}
{contact_phone_mobile}
{contact_fax}
{contact_birthday}
{contact_default_lang}
{contact_note_public}
{contact_note_private}

Extra fields:
{contact_options_xxx} : Value of extra field (where xxx is code of extra field)

User information

{myuser_lastname}
{myuser_firstname}
{myuser_fullname}
{myuser_phone}
{myuser_fax}
{myuser_mobile}
{myuser_address}
{myuser_login}
{myuser_email}
{myuser_zip}
{myuser_town}
{myuser_country}
{myuser_country_code}
{myuser_state}
{myuser_state_code}
{myuser_logo}
{myuser_job}
{myuser_web}

Other information

{current_date}
{current_datehour}
{current_server_date}
{current_server_datehour}
{current_date_locale}
{current_datehour_locale}
{current_server_date_locale}
{current_server_datehour_locale}

{__(XXX)__} = Translated value of a translation key XXX - Note: Translation must be inside a language file that was previously loaded with $langs->load("languagefile")
{__[XXX]__} = Value of constant XXX

Object information (invoice, commercial proposal, order, ...)

{object_id}
{object_ref}
{object_ref_ext}
{object_ref_customer}
{object_ref_supplier}
{object_note_private}
{object_note_public}
or
{object_note}

Dates
{object_hour}
{object_date}
{object_date_rfc}
{object_date_creation}
{object_date_modification}
{object_date_validation}
{object_date_limit} : Specific to invoices
{object_date_end} : Specific to proposals : End date of validity of proposal
{object_date_delivery_planed} : Specific to order
{object_date_close}

Amounts (numeric data):
{object_total_ht}
{object_total_vat}
{object_total_localtax1}
{object_total_localtax2}
{object_total_ttc}
{object_total_discount_ht}
{object_total_vat_x} (is vat total for rate x. x can be for example 20, 8.5, 5.99 ...}

Amounts (in output language format):
{object_total_ht_locale} 
{object_total_vat_locale} 
{object_total_localtax1_locale}
{object_total_localtax2_locale}
{object_total_ttc_locale}
{object_total_discount_ht_locale}
{object_total_vat_locale_x.x} (is vat total for rate x. x can be for example 20.000, 8.500, 5.990 ...}

Multicurrency:
{object_multicurrency_code}
{object_multicurrency_tx}
{object_multicurrency_total_ht}
{object_multicurrency_total_tva}
{object_multicurrency_total_ttc}
{object_multicurrency_total_ht_locale}
{object_multicurrency_total_tva_locale}
{object_multicurrency_total_ttc_locale}

Specific to invoices :
{object_payment_mode}
{object_payment_mode_code}
{object_payment_term}
{object_payment_term_code}
{object_source_invoice_ref}
{object_already_payed} : Amount already payed (numeric)
{object_already_deposit}
{object_already_creditnote}
{object_already_payed_all}
{object_remain_to_pay} : Remaining to pay amount (numeric)
{object_already_payed_locale} : Amount already payed (output language format)
{object_already_deposit_locale}
{object_already_creditnote_locale}
{object_already_payed_all_locale}
{object_remain_to_pay_locale} : Remaining to pay amount (output language format)

Specific to Projects :
{object_project_ref}
{object_project_title}
{object_project_description}
{object_project_date_start}
{object_project_date_end}

Specific to Shipments :
{object_date_delivery}
{object_hour_delivery} 
{object_tracking_number}
{object_tracking_url}
{object_shipping_method}
{object_weight}
{object_width}
{object_height}
{object_depth}
{object_size}

Extra fields:
{object_options_xxx} : Value of extra field (where xxx is code of extra field)

Lines of object

This is how to use arrays for lines of objects (invoices, commercial proposal, orders, etc...). You must create your array in the document and use a begin and end tag to define a line of the array. The line will then be repeated as much as required during generation.

[!-- BEGIN row.lines --]
...
[!-- END row.lines --]

If you want to display it not in tables row but in block lines :

[!-- BEGIN lines --]
...
[!-- END lines --]

Then, you can use following tags into your line:

{line_fulldesc}
{line_product_ref}
{line_product_ref_fourn}
{line_product_label}
{line_product_type}
{line_desc}
{line_vatrate}
{line_localtax1_rate} (V10)
{line_localtax2_rate} (V10)
{line_up}
{line_up_locale}
{line_qty}
{line_discount_percent}
{line_price_ht}
{line_price_ht_locale}
{line_price_vat}
{line_price_vat_locale}
{line_price_ttc}
{line_price_ttc_locale}
{line_date_start}
{line_date_start_locale}
{line_date_start_rfc}
{line_date_end}
{line_date_end_locale}
{line_date_end_rfc}
{line_unit} : Needs PRODUCT_USE_UNITS to 1
{line_unit_short} : Needs PRODUCT_USE_UNITS to 1

Multicurrency :
{line_multicurrency_code}
{line_multicurrency_subprice}
{line_multicurrency_total_ht}
{line_multicurrency_total_tva}
{line_multicurrency_total_ttc}
{line_multicurrency_subprice_locale}
{line_multicurrency_total_ht_locale}
{line_multicurrency_total_tva_locale}
{line_multicurrency_total_ttc_locale}

Specific to Shipments :
{line_qty_shipped}
{line_qty_asked}
{line_weight}
{line_length}
{line_surface}
{line_volume}

Extra fields:
{line_options_xxx} : Value of extra field (where xxx is code of extra field)
{line_product_options_xxx} : If the line is a product, Value of the Product extra filed (where xxx is code of Product extra field)

This an example of what you may have in your office suite: Line for document generation.png

For project documents

For document about projects and task, you also have

{tasktime_rowid}
{tasktime_task_date}
{tasktime_task_duration}
{tasktime_task_duration_sec}
{tasktime_note}
{tasktime_fk_user}
{tasktime_user_name}
{tasktime_user_first}
{tasktime_fullcivname}

Conditional substitution

Starting from Dolibarr v3.3, you can use conditional substitutions, which in layman terms means that you can decide to print something if a variable is true, or print something else if it's false (or nothing at all) - including text but also any more complex structures like tables and images.

Example:

[!-- IF {my_var} --]
Print this text if {my_var} is true (can be any value but null/0/empty string)
[!-- ELSE {my_var} --]
Or print this if it's false (null/0/empty string)
[!-- ENDIF {my_var} --]

Note: of course, the ELSE tag and block is optional, you can just use IF/ENDIF if you prefer.

  • Warning.png Warning: the format of this special tag is very precise and picky, be careful to put one space between:
    • [!--
    • IF/ELSE/ENDIF
    • {my var}
    • --]
  • Warning.png Warning: String must be typed with no stop using Office suite (with no backward and no copy-paste). If not doing that, Office suite add some invisible information making detection/replacement of text not possible.

Other personalized tags

If you want to add a field that is not predefined, this is the solution:

  • Create a file into the location:

htdocs/mymodule/core/substitutions/functions_mymodule.lib.php

  • Inside this file, just write one function like this:
/** 		Function called to complete substitution array (before generating on ODT, or a personalized email)
 * 		functions xxx_completesubstitutionarray are called by make_substitutions() if file
 * 		is inside directory htdocs/core/substitutions
 * 
 *		@param	array		$substitutionarray	Array with substitution key=>val
 *		@param	Translate	$langs			Output langs
 *		@param	Object		$object			Object to use to get values
 * 		@return	void					The entry parameter $substitutionarray is modified
 */
function mymodule_completesubstitutionarray(&$substitutionarray,$langs,$object)
{
   global $conf,$db;

   $myvalue='Put here calculated value to insert';
   $substitutionarray['myowntag']=$myvalue;
}

Function will be called before generating document to complete the array used for substitution and to replace tag myowntag with value $myvalue. You can add as many tags as you need and put all personalized code you want to define values (search into database, into files, calculation, from received parameters or from global variables)...

Warning: First parameter in function parameter declaration must start with & as value is modified by your code and must be returned modified.

To have your substitution function be called, if you have to :

  • Check your substitution file is inside subdirectory module called htdocs/mymodule/core/substitutions.
  • Build your own module (See page Module development) with its descriptor file.
  • Check your module descriptor file contains an entry to declare this module has a substitutions file
$this->module_parts = array('substitutions' => 1)
  • Enable your module (module must be enabled and disabled each time you change the descriptor).

Note2: this only allows to define global, static ODT variables (ie: to make dynamic variables that changes for every line of product, please see the next chapter).

Other personalized tags for lines

This function is available since Dolibarr v3.3 (future development version).

Similarly to the previous chapter, you have to define a function, and it works about the same, but with a few twists:

  • Create or edit the same file as before (see the previous chapter).
  • Here are the twists: in the file, write another function with almost the same name but with '_lines' appended, and also add a new $lines variable:
/** 		Function called to complete substitution array for lines (before generating on ODT, or a personalized email)
 * 		functions xxx_completesubstitutionarray_lines are called by make_substitutions() if file
 * 		is inside directory htdocs/core/substitutions
 * 
 *		@param	array		$substitutionarray	Array with substitution key=>val
 *		@param	Translate	$langs			Output langs
 *		@param	Object		$object			Object to use to get values
 *              @param  Object          $line                   Current line being processed, use this object to get values
 * 		@return	void					The entry parameter $substitutionarray is modified
 */
function mymodule_completesubstitutionarray_lines(&$substitutionarray,$langs,$object,$line) {
{
   global $conf,$db;

   $myvalue='Put here calculated value to insert';
   $substitutionarray['myowntag']=$myvalue;
}

Contrary to the previous function which was called only once, this function will be called everytime a line of product will be processed, giving you each time a new $line object that you can process. This allows you to do different substitutions for each product.

Store your document

To have your document to appear in list of available documents, put it into correct subdirectory found into directory documents/doctemplates