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</style></head><body><div class="document" id="base-custom-info"><h1 class="title">Base Custom Info</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!!! changes will be overwritten. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --><p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/server-tools/tree/12.0/base_custom_info"><img alt="OCA/server-tools" src="https://img.shields.io/badge/github-OCA%2Fserver--tools-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/server-tools-12-0/server-tools-12-0-base_custom_info"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/149/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p><p>This module allows you to attach custom information to records without the needto alter the database structure too much.</p><p>This module defines several concepts that you have to understand.</p><div class="section" id="templates"><h1>Templates</h1><p>A <em>template</em> is a collection of <em>properties</em> that a record should have.<em>Templates</em> always apply to a given model, and then you can choose among thecurrent templates for the model you are using when you edit a record of thatmodel.</p><p>I.e., This addon includes a demo template called “Smart partners”, that appliesto the model <tt class="docutils literal">res.partner</tt>, so if you edit any partner, you can choose thattemplate and get its properties autofilled.</p></div><div class="section" id="properties"><h1>Properties</h1><p>A <em>property</em> is the “name” of the field. <em>Templates</em> can have any amount of<em>properties</em>, and when you apply a <em>template</em> to a record, it automaticallygets all of its <em>properties</em> filled, empty (unless they have a <em>Defaultvalue</em>), ready to assign <em>values</em>.</p><p>You can set a property to as <em>required</em> to force it have a value, although youshould keep in mind that for yes/no properties, this would mean that only <em>yes</em>can be selected, and for numeric properties, zero would be forbidden.</p><p>Also you can set <em>Minimum</em> and <em>Maximum</em> limits for every <em>property</em>, but thoselimits are only used when the data type is text (to constrain its length) ornumber. To skip this constraint, just set a maximum smaller than the minimum.</p><p><em>Properties</em> always belong to a template, and as such, to a model.</p><p><em>Properties</em> define the data type (text, number, yes/no…), and when the typeis “Selection”, then you can define what <em>options</em> are available.</p><p>I.e., the “Smart partners” <em>template</em> has the following <em>properties</em>:</p><ul class="simple"><li>Name of his/her teacher</li><li>Amount of people that hates him/her for being so smart</li><li>Average note on all subjects</li><li>Does he/she believe he/she is the smartest person on earth?</li><li>What weaknesses does he/she have?</li></ul><p>When you set that template to any partner, you will then be able to fill these<em>properties</em> with <em>values</em>.</p></div><div class="section" id="categories"><h1>Categories</h1><p><em>Properties</em> can also belong to a <em>category</em>, which allows you to sort them ina logical way, and makes further development easier.</p><p>For example, the <tt class="docutils literal">website_sale_custom_info</tt> addon uses these to display atechnical datasheet per product in your online shop, sorted and separated bycategory.</p><p>You are not required to give a <em>category</em> to every <em>property</em>.</p></div><div class="section" id="options"><h1>Options</h1><p>When a <em>property</em>’s type is “Selection”, then you define the <em>options</em>available, so the <em>value</em> must be one of these <em>options</em>.</p><p>I.e., the “What weaknesses does he/she have?” <em>property</em> has some options:</p><ul class="simple"><li>Loves junk food</li><li>Needs videogames</li><li>Huge glasses</li></ul><p>The <em>value</em> will always be one of these.</p></div><div class="section" id="value"><h1>Value</h1><p>When you assign a <em>template</em> to a partner, and then you get the <em>properties</em> itshould have, you still have to set a <em>value</em> for each property.</p><p><em>Values</em> can be of different types (whole numbers, constrained selection,booleans…), depending on how the <em>property</em> was defined. However, there isalways the <tt class="docutils literal">value</tt> field, that is a text string, and converts automaticallyto/from the correct type.</p><div class="section" id="why-would-i-need-this"><h2>Why would I need this?</h2><p>Imagine you have some partners that are foreign, and that for those partnersyou need some extra information that is not needed for others, and you do notwant to fill the partners model with a lot of fields that will be empty most ofthe time.</p><p>In this case, you could define a <em>template</em> called “Foreign partners”, whichwill be applied to <tt class="docutils literal">res.partner</tt> objects, and defines some <em>properties</em> thatthese are expected to have.</p><p>Then you could assign that <em>template</em> to a partner, and automatically you willget a subtable of all the properties it should have, with tools to fill their<em>values</em> correctly.</p></div><div class="section" id="does-this-work-with-any-model"><h2>Does this work with any model?</h2><p>Yes and no.</p><p>Yes, because this is a base module that provides the tools to make this workwith any model.</p><p>No, because, although the tools are provided, they are only applied to the<tt class="docutils literal">res.partner</tt> model. This is by design, because different models can havedifferent needs, and we don’t want to depend on every possible model.</p><p>So, if you want to apply this to other models, you will have to develop alittle additional addon that depends on this one. If you are a developer, referto the <em>Development</em> section below.</p><p><strong>Table of contents</strong></p><div class="contents local topic" id="contents"><ul class="simple"><li><a class="reference internal" href="#installation" id="id1">Installation</a></li><li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li><li><a class="reference internal" href="#usage" id="id3">Usage</a></li><li><a class="reference internal" href="#development" id="id4">Development</a></li><li><a class="reference internal" href="#known-issues-roadmap" id="id5">Known issues / Roadmap</a></li><li><a class="reference internal" href="#bug-tracker" id="id6">Bug Tracker</a></li><li><a class="reference internal" href="#credits" id="id7">Credits</a></li></ul></div><div class="section" id="installation"><h3><a class="toc-backref" href="#id1">Installation</a></h3><p>This module serves as a base for other modules that implement this behavior inconcrete models.</p><p>This module is a technical dependency and is to be installed in parallel toother modules.</p></div><div class="section" id="configuration"><h3><a class="toc-backref" href="#id2">Configuration</a></h3><p>To enable the main <em>Custom Info</em> menu:</p><ol class="arabic simple"><li>Enable <em>Settings > General Settings > Manage custom information</em>.</li></ol><p>To enable partner’s custom info tab:</p><ol class="arabic simple"><li>Enable <em>Settings > General Settings > Edit custom information in partners</em>.</li></ol></div><div class="section" id="usage"><h3><a class="toc-backref" href="#id3">Usage</a></h3><p>This module defines <em>Custom Info Templates</em> that define what properties areexpected for a given record.</p><p>To define a template, you need to:</p><ul class="simple"><li>Go to <em>Custom Info > Templates</em>.</li><li>Create one.</li><li>Add some <em>Properties</em> to it.</li></ul><p>All database records with that template enabled will automatically fill thoseproperties.</p><p>To manage the properties, you need to:</p><ul class="simple"><li>Go to <em>Custom Info > Properties</em>.</li></ul><p>To manage the property categories, you need to:</p><ul class="simple"><li>Go to <em>Custom Info > Categories</em>.</li></ul><p>Some properties can have a number of options to choose, to manage them:</p><ul class="simple"><li>Go to <em>Custom Info > Options</em>.</li></ul><p>To manage their values, you need to:</p><ul class="simple"><li>Go to <em>Custom Info > Values</em>.</li></ul></div><div class="section" id="development"><h3><a class="toc-backref" href="#id4">Development</a></h3><p>To create a module that supports custom information, just depend on this moduleand inherit from the <tt class="docutils literal">custom.info</tt> model.</p><p>See an example in the <tt class="docutils literal">product_custom_info</tt> addon.</p></div><div class="section" id="known-issues-roadmap"><h3><a class="toc-backref" href="#id5">Known issues / Roadmap</a></h3><ul><li><p class="first">Custom properties cannot be shared among templates.</p></li><li><p class="first">Required attributes are for now only set in the UI, not in the ORM itself.</p></li><li><p class="first">Support recursive templates using options</p><div class="figure"><img alt="Customizations Everywhere" src="https://raw.githubusercontent.com/base_custom_info/static/description/customizations-everywhere.jpg" /></div><p>If you assign an <em>additional template</em> to an option, and while using the ownerform you choose that option, you can then press <em>reload custom informationtemplates</em> to make the owner update itself to include all the properties in allthe involved templates. If you do not press the button, anyway the reloadingwill be performed when saving the owner record.</p><div class="figure"><img alt="Templateception" src="https://raw.githubusercontent.com/base_custom_info/static/description/templateception.jpg" /></div><p>I.e., if you select the option “Needs videogames” for the property “Whatweaknesses does he/she have?” of a smart partner and press <em>reload custominformation templates</em>, you will get 2 new properties to fill: “Favouritevideogames genre” and “Favourite videogame”.</p></li></ul></div><div class="section" id="bug-tracker"><h3><a class="toc-backref" href="#id6">Bug Tracker</a></h3><p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-tools/issues">GitHub Issues</a>.In case of trouble, please check there if your issue has already been reported.If you spotted it first, help us smashing it by providing a detailed and welcomed<a class="reference external" href="https://github.com/OCA/server-tools/issues/new?body=module:%20base_custom_info%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p><p>Do not contact contributors directly about support or help with technical issues.</p></div><div class="section" id="credits"><h3><a class="toc-backref" href="#id7">Credits</a></h3></div></div><div class="section" id="authors"><h2>Authors</h2><ul class="simple"><li>Tecnativa</li></ul></div><div class="section" id="contributors"><h2>Contributors</h2><ul class="simple"><li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul><li>Rafael Blasco <<a class="reference external" href="mailto:rafael.blasco@tecnativa.com">rafael.blasco@tecnativa.com</a>></li><li>Carlos Dauden <<a class="reference external" href="mailto:carlos.dauden@tecnativa.com">carlos.dauden@tecnativa.com</a>></li><li>Sergio Teruel <<a class="reference external" href="mailto:sergio.teruel@tecnativa.com">sergio.teruel@tecnativa.com</a>></li><li>Jairo Llopis <<a class="reference external" href="mailto:jairo.llopis@tecnativa.com">jairo.llopis@tecnativa.com</a>></li><li>Pedro M. Baeza <<a class="reference external" href="mailto:pedro.baeza@tecnativa.com">pedro.baeza@tecnativa.com</a>></li><li>Alexandre Díaz <<a class="reference external" href="mailto:alexandre.diaz@tecnativa.com">alexandre.diaz@tecnativa.com</a>></li></ul></li></ul></div><div class="section" id="maintainers"><h2>Maintainers</h2><p>This module is maintained by the OCA.</p><a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a><p>OCA, or the Odoo Community Association, is a nonprofit organization whosemission is to support the collaborative development of Odoo features andpromote its widespread use.</p><p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-tools/tree/12.0/base_custom_info">OCA/server-tools</a> project on GitHub.</p><p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p></div></div></div></body></html>
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