Universal Report Share

Users print a report and then send the file by hand. This module adds a Share entry to the Actions menu of every form and list view that lists every report linked to the current model automatically, respects the report's groups and domain, and renders a plain PDF. The file is then handed to the device share sheet (WhatsApp, e-mail, Bluetooth, Save to Files), or sent as a tokenised expiring link that also works on desktop and without HTTPS. It also covers the dynamic accounting reports such as partner ledger and follow-up, and works on a selection of records.

1. 1

   Open the Share entry

   In the Actions (cog) menu of any form or in a list with records ticked, the user clicks Share. The dialog appears with the reports bound to that model. No per-model configuration is needed and a report added later appears automatically.

   • Action menu: Share
   • Reports bound to the model
   • No configuration per model
2. 2

   Choose the report and records

   The user picks the report to share. With several records selected a checkbox decides between one merged PDF or one document each, and a limit on records per share applies. The system re-checks the report's groups and the read access to the records.

   • Merge into one PDF or one each
   • Limit on records per share
   • Access re-checked
3. 3

   Render the PDF

   The PDF is rendered through the standard report route so it matches the printed report. A clean file name is built from the record and partner, with Arabic transliterated if needed so messaging apps keep it. Rendering errors are reported as clear messages.

   • Standard report route
   • Clean, transliterated file name
   • Clear error messages
4. 4

   Send through the device share sheet

   On a device that supports it and over HTTPS, the PDF itself opens in the native share sheet for WhatsApp, Telegram, e-mail, Bluetooth or Save to Files. The user chooses the app and the recipient there. Nothing is stored for this path.

   • Needs HTTPS and a supporting device
   • Native share sheet
   • Nothing stored
5. 5

   Send a tokenised link

   As an alternative the file is stored as an attachment with an expiring token and a link is sent by WhatsApp, Telegram, e-mail or copied to the clipboard. It works over plain HTTP and on desktop. A scheduled job removes expired share links.

   • Expiring token attachment
   • WhatsApp, Telegram, e-mail, clipboard
   • Cron removes expired links
6. 6

   Share accounting reports

   A Share button is added to the dynamic accounting reports such as the partner ledger, customer statement, follow-up report and aged reports. A partner-specific report can only be shared from a contact. An empty document from the accounting engine is refused with a message.

   • Partner ledger and follow-up
   • Contact-only partner reports
   • Empty document refused

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