Odoo Development Cookbook

Odoo Development Cookbook

By : Holger Brunn, Alexandre Fayolle, Daniel Reis

Buy this Book

Odoo Development Cookbook

By: Holger Brunn, Alexandre Fayolle, Daniel Reis

Buy this Book

Overview of this book

Odoo is a full-featured open source ERP with a focus on extensibility. The flexibility and sustainability of open source is also a key selling point of Odoo. It is built on a powerful framework for rapid application development, both for back-end applications and front-end websites. The book starts by covering Odoo installation and administration, and provides a gentle introduction to application development. It then dives deep into several of the areas that an experienced developer will need to use. You’ll learn implement business logic, adapt the UI, and extend existing features.

Odoo Development Cookbook

Credits

About the Authors

About the Reviewers

www.PacktPub.com

Preface

Free Chapter

Installing the Odoo Development Environment

Introduction

Easy installation of Odoo from source

Managing Odoo environments using the start command

Managing Odoo server databases

Storing the instance configuration in a file

Activating the Odoo developer tools

Updating Odoo from source

Managing Odoo Server Instances

Introduction

Configuring the addons path

Updating the addon modules list

Standardizing your instance directory layout

Installing and upgrading local addon modules

Installing addon modules from GitHub

Applying changes to addons

Applying and trying proposed pull requests

Creating Odoo Modules

Introduction

Creating and installing a new addon module

Completing the addon module manifest

Organizing the addon module file structure

Adding models

Adding Menu Items and Views

Using scaffold to create a module

Application Models

Introduction

Defining the Model representation and order

Adding data fields to a model

Using a float field with configurable precision

Adding a monetary field to a Model

Adding relational fields to a Model

Adding a hierarchy to a Model

Adding constraint validations to a Model

Adding computed fields to a Model

Adding dynamic relations using Reference fields

Adding features to a Model using inheritance

Using Abstract Models for reusable Model features

Using Delegation inheritance to copy features to another Model

Basic Server Side Development

Introduction

Defining model methods and use the API decorators

Reporting errors to the user

Obtaining an empty recordset for a different model

Creating new records

Updating values of recordset records

Searching for records

Combining recordsets

Filtering recordsets

Traversing recordset relations

Extending the business logic defined in a Model

Extending write() and create()

Customizing how records are searched

Advanced Server Side Development Techniques

Introduction

Change the user performing an action

Call a method with a modified context

Execute raw SQL queries

Write a wizard to guide the user

Define onchange methods

Call onchange methods on the server side

Port old API code to the new API

Debugging and Automated Testing

Introduction

Producing server logs to help debug methods

Using the Odoo shell to interactively call methods

Using the Python debugger to trace method execution

Writing tests for your module using YAML

Writing tests for your module using Python unit tests

Running server tests

Using the Odoo Community Association maintainer quality tools

Backend Views

Introduction

Adding a menu item and window action

Having an action open a specific view

Adding content and widgets to a form view

Adding buttons to forms

Passing parameters to forms and actions: Context

Defining filters on record lists: Domain

List views

Search views

Changing existing views: View inheritance

Document-style forms

Dynamic form elements using attrs

Embedded views

Kanban views

Show kanban cards in columns according to their state

Calendar views

Graph and pivot views

QWeb reports

Module Data

Introduction

Using external IDs and namespaces

Loading data using XML files

Using the noupdate and forcecreate flags

Loading data using CSV files

Loading data using YAML files

Addon updates and data migration

Access Security

Create security groups and assign them to users

Add security access to models

Limit access to fields in models

Limit record access using record rules

Using security group to activate features

Internationalization

Installing a language and configure user preferences

Configure language-related settings

Translate texts through the web client user interface

Exporting translation strings to a file

Use gettext tools to ease translations

Import translation files

Automation and Workflows

Introduction

Using Kanban stages and features

Creating server actions

Adding messaging and tracking features

Using Python code server actions

Using automated actions on time conditions

Using automated actions on event conditions

Inspecting built-in workflows

Web Server Development

Introduction

Make a path accessible from the network

Restrict access to web accessible paths

Consume parameters passed to your handlers

Modify an existing handler

Using the RPC API

CMS Website Development

Introduction

Extending CSS and JavaScript for the website

Creating or modifying templates - QWeb

Offering snippets to the user

Web Client Development

Introduction

Creating custom widgets

Using client-side QWeb templates

Making RPC calls to the server

Writing tests for client side code

Debugging your client side code

Server Deployment

Introduction

Installing Odoo for production

Adapting the configuration file for production

Set up Odoo as a system service

Configure a reverse proxy and SSL

Use buildout for repeatable builds

Index

Customer Reviews

5 star

4 star

3 star

2 star

1 star

Using automated actions on event conditions

Business applications provide systems with records for business operations, but are also expected to support dynamic business rules that are specific to the organization use cases.

Carving these rules into custom addon modules can be inflexible and out of the reach of functional users. Automated actions triggered by event conditions can bridge this gap and provide a powerful tool to automate or enforce the organization procedures.

As an example, we will enforce a validation on Project tasks such that only the Project Manager can change Tasks to the Done stage.

Getting ready

To follow this recipe, you will need to have the Project Management app already installed. We also need to have the Developer Mode activated. If it's not, activate it in the Odoo About dialog.

How to do it...

To create an automated action with an event condition on tasks, follow these steps:

In the Settings top menu, select the Technical | Automation | Automated Actions menu item,...

Odoo Development Cookbook

By : Holger Brunn, Alexandre Fayolle, Daniel Reis

Odoo Development Cookbook

By: Holger Brunn, Alexandre Fayolle, Daniel Reis

Overview of this book

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Current Title:

Odoo Development Cookbook

Using automated actions on event conditions

Getting ready

How to do it...