Book Image

Odoo 11 Development Cookbook - Second Edition - Second Edition

Book Image

Odoo 11 Development Cookbook - Second Edition - Second Edition

Overview of this book

Odoo is a full-featured open source ERP with a focus on extensibility. The flexibility and sustainability of open source are 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. Version 11 offers better usability and speed: a new design (as compared to the current Odoo Enterprise version) and a mobile interface. The book starts by covering Odoo installation and administration and Odoo Server deployment. It then delves into the implementation of Odoo modules, the different inheritance models available in Odoo. You will then learn how to define access rules for your data; how to make your application available in different languages; how to expose your data models to end users on the back end and on the front end; and how to create beautiful PDF versions of your data. By the end of the book, you will have a thorough knowledge of Odoo and will be able to build effective applications by applying Odoo development best practices

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Table of Contents (18 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Sections
Get in touch
Free Chapter
1
Installing the Odoo Development Environment
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
2
Managing Odoo Server Instances
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
3
Server Deployment
Server Deployment
Introduction
Installing Odoo for production use
Adapting the configuration file for production
Setting up Odoo as a system service
Configuring a reverse proxy and SSL with nginx and Let's Encrypt
Using buildout for repeatable builds
Using Docker to run Odoo
4
Creating Odoo Addon Modules
Creating Odoo Addon 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
Adding Access Security
Using scaffold to create a module
5
Application Models
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
Exposing related fields stored in other Models
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
6
Basic Server-Side Development
Basic Server-Side Development
Introduction
Defining model methods and using 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
7
Module Data
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
8
Debugging and Automated Testing
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 Python unit tests
Running server tests
Using the Odoo Community Association maintainer quality tools
9
Advanced Server-Side Development Techniques
Advanced Server-Side Development Techniques
Introduction
Changing the user performing an action
Calling a method with a modified context
Executing raw SQL queries
Writing a wizard to guide the user
Defining onchange methods
Calling onchange methods on the server side
Defining a model based on a SQL view
10
Backend Views
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
Showing kanban cards in columns according to their state
Calendar and gantt views
Graph and pivot views
11
Access Security
Access Security
Creating security groups and assigning them to users
Adding security access to models
Limiting access to fields in models
Limiting record access using record rules
Using security groups to activate features
12
Internationalization
Internationalization
Installing a language and configuring user preferences
Configuring language-related settings
Translating texts through the web client user interface
Exporting translation strings to a file
Using gettext tools to ease translations
Importing translation files into Odoo
13
Automation, Workflows, Emails, and Printouts
Automation, Workflows, Emails, and Printouts
Introduction
Using Kanban stages and features
Creating server actions
Using Python code server actions
Using automated actions on time conditions
Using automated actions on event conditions
Adding messaging and tracking features
Email templates
QWeb-based PDF reports
Producing LibreOffice-based reports with Py3O
14
Web Server Development
Web Server Development
Introduction
Making a path accessible from the network
Restricting access to web accessible paths
Consuming parameters passed to your handlers
Modifying an existing handler
Using the RPC API
15
Web Client Development
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
16
CMS Website Development
CMS Website Development
Introduction
Extending CSS and JavaScript for the website
Creating or modifying templates – QWeb
Offering snippets to the user
17
Other Books You May Enjoy
Other Books You May Enjoy
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Adding a menu item and window action

The most obvious way to make a new feature available to users is by adding a menu item. When you click on a menu item, something happens. This recipe walks you through how to define that something.

We will create a top level menu displaying a sub menu in the left hand menu bar, opening a list of all customers.

This can also be done using the web user interface, via the settings menu, but we prefer to use XML data files since this is what we'll have to use when creating our addon modules.

How to do it...

In an XML data file of our addon module, perform the following steps:

  1. Define an action to be executed:
<act_window id="action_all_customers"
    name="All customers...
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