Alexandre Díaz
5 years ago
31 changed files with 987 additions and 171 deletions
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122base_custom_info/README.rst
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1base_custom_info/__init__.py
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9base_custom_info/__manifest__.py
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6base_custom_info/demo/custom_info_property_defaults.yml
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11base_custom_info/demo/defaults.xml
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10base_custom_info/migrations/9.0.2.0.0/pre-migrate.py
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1base_custom_info/models/__init__.py
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5base_custom_info/models/custom_info.py
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12base_custom_info/models/custom_info_category.py
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12base_custom_info/models/custom_info_option.py
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4base_custom_info/models/custom_info_property.py
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5base_custom_info/models/custom_info_template.py
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12base_custom_info/models/custom_info_value.py
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1base_custom_info/models/res_partner.py
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7base_custom_info/readme/CONFIGURE.rst
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8base_custom_info/readme/CONTRIBUTORS.rst
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117base_custom_info/readme/DESCRIPTION.rst
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4base_custom_info/readme/DEVELOP.rst
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5base_custom_info/readme/INSTALL.rst
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20base_custom_info/readme/ROADMAP.rst
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27base_custom_info/readme/USAGE.rst
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31base_custom_info/security/res_groups.xml
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33base_custom_info/security/res_groups_security.xml
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599base_custom_info/static/description/index.html
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4base_custom_info/views/custom_info_property_view.xml
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2base_custom_info/views/custom_info_template_view.xml
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8base_custom_info/views/custom_info_value_view.xml
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3base_custom_info/wizard/__init__.py
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33base_custom_info/wizard/base_config_settings_view.xml
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5base_custom_info/wizard/res_config_settings.py
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41base_custom_info/wizard/res_config_settings_view.xml
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# Copyright 2016 Jairo Llopis <jairo.llopis@tecnativa.com> |
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# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). |
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- Setting default values after loading custom.info.option.csv |
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- !record {model: custom.info.property, id: prop_weaknesses}: |
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default_value: Huge glasses |
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<?xml version="1.0" encoding="utf-8"?> |
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<!-- Copyright 2016 Jairo Llopis <jairo.llopis@tecnativa.com> |
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License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). --> |
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<odoo> |
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<record id="prop_weaknesses" model="custom.info.property"> |
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<field name="default_value">Huge glasses</field> |
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</record> |
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</odoo> |
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# -*- coding: utf-8 -*- |
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# Copyright 2016 Jairo Llopis <jairo.llopis@tecnativa.com> |
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# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). |
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# pragma: no-cover |
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def migrate(cr, version): |
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"""Update database from previous versions, before updating module.""" |
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cr.execute( |
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"ALTER TABLE custom_info_value RENAME COLUMN value TO value_str") |
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To enable the main *Custom Info* menu: |
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#. Enable *Settings > General Settings > Manage custom information*. |
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To enable partner's custom info tab: |
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#. Enable *Settings > General Settings > Edit custom information in partners*. |
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* `Tecnativa <https://www.tecnativa.com>`__: |
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* Rafael Blasco <rafael.blasco@tecnativa.com> |
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* Carlos Dauden <carlos.dauden@tecnativa.com> |
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* Sergio Teruel <sergio.teruel@tecnativa.com> |
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* Jairo Llopis <jairo.llopis@tecnativa.com> |
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* Pedro M. Baeza <pedro.baeza@tecnativa.com> |
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* Alexandre Díaz <alexandre.diaz@tecnativa.com> |
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This module allows you to attach custom information to records without the need |
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to alter the database structure too much. |
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This module defines several concepts that you have to understand. |
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Templates |
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--------- |
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A *template* is a collection of *properties* that a record should have. |
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*Templates* always apply to a given model, and then you can choose among the |
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current templates for the model you are using when you edit a record of that |
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model. |
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I.e., This addon includes a demo template called "Smart partners", that applies |
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to the model ``res.partner``, so if you edit any partner, you can choose that |
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template and get its properties autofilled. |
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Properties |
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---------- |
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A *property* is the "name" of the field. *Templates* can have any amount of |
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*properties*, and when you apply a *template* to a record, it automatically |
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gets all of its *properties* filled, empty (unless they have a *Default |
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value*), ready to assign *values*. |
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You can set a property to as *required* to force it have a value, although you |
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should keep in mind that for yes/no properties, this would mean that only *yes* |
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can be selected, and for numeric properties, zero would be forbidden. |
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Also you can set *Minimum* and *Maximum* limits for every *property*, but those |
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limits are only used when the data type is text (to constrain its length) or |
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number. To skip this constraint, just set a maximum smaller than the minimum. |
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*Properties* always belong to a template, and as such, to a model. |
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*Properties* define the data type (text, number, yes/no...), and when the type |
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is "Selection", then you can define what *options* are available. |
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I.e., the "Smart partners" *template* has the following *properties*: |
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- Name of his/her teacher |
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- Amount of people that hates him/her for being so smart |
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- Average note on all subjects |
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- Does he/she believe he/she is the smartest person on earth? |
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- What weaknesses does he/she have? |
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When you set that template to any partner, you will then be able to fill these |
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*properties* with *values*. |
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Categories |
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---------- |
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*Properties* can also belong to a *category*, which allows you to sort them in |
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a logical way, and makes further development easier. |
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For example, the ``website_sale_custom_info`` addon uses these to display a |
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technical datasheet per product in your online shop, sorted and separated by |
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category. |
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You are not required to give a *category* to every *property*. |
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Options |
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------- |
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When a *property*'s type is "Selection", then you define the *options* |
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available, so the *value* must be one of these *options*. |
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I.e., the "What weaknesses does he/she have?" *property* has some options: |
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- Loves junk food |
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- Needs videogames |
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- Huge glasses |
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The *value* will always be one of these. |
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Value |
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----- |
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When you assign a *template* to a partner, and then you get the *properties* it |
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should have, you still have to set a *value* for each property. |
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*Values* can be of different types (whole numbers, constrained selection, |
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booleans...), depending on how the *property* was defined. However, there is |
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always the ``value`` field, that is a text string, and converts automatically |
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to/from the correct type. |
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Why would I need this? |
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~~~~~~~~~~~~~~~~~~~~~~ |
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Imagine you have some partners that are foreign, and that for those partners |
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you need some extra information that is not needed for others, and you do not |
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want to fill the partners model with a lot of fields that will be empty most of |
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the time. |
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In this case, you could define a *template* called "Foreign partners", which |
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will be applied to ``res.partner`` objects, and defines some *properties* that |
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these are expected to have. |
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Then you could assign that *template* to a partner, and automatically you will |
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get a subtable of all the properties it should have, with tools to fill their |
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*values* correctly. |
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Does this work with any model? |
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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Yes and no. |
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Yes, because this is a base module that provides the tools to make this work |
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with any model. |
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No, because, although the tools are provided, they are only applied to the |
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``res.partner`` model. This is by design, because different models can have |
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different needs, and we don't want to depend on every possible model. |
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So, if you want to apply this to other models, you will have to develop a |
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little additional addon that depends on this one. If you are a developer, refer |
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to the *Development* section below. |
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To create a module that supports custom information, just depend on this module |
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and inherit from the ``custom.info`` model. |
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See an example in the ``product_custom_info`` addon. |
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This module serves as a base for other modules that implement this behavior in |
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concrete models. |
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This module is a technical dependency and is to be installed in parallel to |
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other modules. |
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* Custom properties cannot be shared among templates. |
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* Required attributes are for now only set in the UI, not in the ORM itself. |
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* Support recursive templates using options |
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.. figure:: /base_custom_info/static/description/customizations-everywhere.jpg |
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:alt: Customizations Everywhere |
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If you assign an *additional template* to an option, and while using the owner |
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form you choose that option, you can then press *reload custom information |
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templates* to make the owner update itself to include all the properties in all |
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the involved templates. If you do not press the button, anyway the reloading |
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will be performed when saving the owner record. |
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.. figure:: /base_custom_info/static/description/templateception.jpg |
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:alt: Templateception |
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I.e., if you select the option "Needs videogames" for the property "What |
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weaknesses does he/she have?" of a smart partner and press *reload custom |
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information templates*, you will get 2 new properties to fill: "Favourite |
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videogames genre" and "Favourite videogame". |
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This module defines *Custom Info Templates* that define what properties are |
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expected for a given record. |
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To define a template, you need to: |
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* Go to *Custom Info > Templates*. |
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* Create one. |
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* Add some *Properties* to it. |
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All database records with that template enabled will automatically fill those |
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properties. |
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To manage the properties, you need to: |
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* Go to *Custom Info > Properties*. |
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To manage the property categories, you need to: |
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* Go to *Custom Info > Categories*. |
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Some properties can have a number of options to choose, to manage them: |
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* Go to *Custom Info > Options*. |
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To manage their values, you need to: |
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* Go to *Custom Info > Values*. |
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<?xml version="1.0" encoding="utf-8"?> |
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<!-- Copyright 2016 Jairo Llopis <jairo.llopis@tecnativa.com> |
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License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). --> |
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<odoo> |
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<record id="category" model="ir.module.category"> |
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<field name="name">Custom Information</field> |
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</record> |
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<record id="group_partner" model="res.groups"> |
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<field name="name">Display in partner form</field> |
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<field name="category_id" ref="category"/> |
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<field name="comment">Will be able to edit custom information from partner's form.</field> |
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</record> |
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<record id="group_basic" model="res.groups"> |
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<field name="name">Basic management</field> |
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<field name="category_id" ref="category"/> |
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<field name="comment">The user will be able to manage basic custom information.</field> |
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</record> |
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<record id="group_advanced" model="res.groups"> |
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<field name="name">Advanced management</field> |
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<field name="category_id" ref="category"/> |
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<field name="comment">The user will be able to manage advanced custom information.</field> |
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<field name="implied_ids" eval="[(4, ref('group_basic'))]"/> |
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<field name="users" eval="[(4, ref('base.user_root'))]"/> |
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</record> |
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</odoo> |
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<?xml version="1.0" encoding="utf-8"?> |
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<!-- Copyright 2016 Jairo Llopis <jairo.llopis@tecnativa.com> |
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License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). --> |
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<odoo> |
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<data noupdate="0"> |
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<record id="category" model="ir.module.category"> |
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<field name="name">Custom Information</field> |
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</record> |
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<record id="group_partner" model="res.groups"> |
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<field name="name">Display in partner form</field> |
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<field name="category_id" ref="category"/> |
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<field name="comment">Will be able to edit custom information from partner's form.</field> |
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</record> |
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<record id="group_basic" model="res.groups"> |
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<field name="name">Basic management</field> |
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<field name="category_id" ref="category"/> |
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<field name="comment">The user will be able to manage basic custom information.</field> |
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</record> |
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<record id="group_advanced" model="res.groups"> |
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<field name="name">Advanced management</field> |
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<field name="category_id" ref="category"/> |
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<field name="comment">The user will be able to manage advanced custom information.</field> |
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<field name="implied_ids" eval="[(4, ref('group_basic'))]"/> |
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<field name="users" eval="[(4, ref('base.user_root'))]"/> |
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</record> |
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</data> |
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</odoo> |
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<?xml version="1.0" encoding="utf-8" ?> |
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<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> |
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<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"> |
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<head> |
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> |
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<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" /> |
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<title>Base Custom Info</title> |
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<style type="text/css"> |
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/* |
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:Author: David Goodger (goodger@python.org) |
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:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $ |
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:Copyright: This stylesheet has been placed in the public domain. |
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Default cascading style sheet for the HTML output of Docutils. |
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See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to |
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customize this style sheet. |
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*/ |
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/* used to remove borders from tables and images */ |
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.borderless, table.borderless td, table.borderless th { |
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border: 0 } |
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table.borderless td, table.borderless th { |
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/* Override padding for "table.docutils td" with "! important". |
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The right padding separates the table cells. */ |
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padding: 0 0.5em 0 0 ! important } |
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.first { |
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/* Override more specific margin styles with "! important". */ |
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margin-top: 0 ! important } |
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.last, .with-subtitle { |
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margin-bottom: 0 ! important } |
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display: none } |
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.subscript { |
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vertical-align: sub; |
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font-size: smaller } |
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vertical-align: super; |
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font-size: smaller } |
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a.toc-backref { |
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text-decoration: none ; |
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color: black } |
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blockquote.epigraph { |
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margin: 2em 5em ; } |
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object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] { |
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overflow: hidden; |
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} |
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/* Uncomment (and remove this text!) to get bold-faced definition list terms |
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dl.docutils dt { |
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font-weight: bold } |
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*/ |
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div.abstract { |
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margin: 2em 5em } |
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div.abstract p.topic-title { |
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div.tip p.admonition-title { |
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font-weight: bold ; |
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font-family: sans-serif } |
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div.attention p.admonition-title, div.caution p.admonition-title, |
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div.danger p.admonition-title, div.error p.admonition-title, |
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div.warning p.admonition-title, .code .error { |
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color: red ; |
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font-weight: bold ; |
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font-family: sans-serif } |
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/* Uncomment (and remove this text!) to get reduced vertical space in |
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margin-bottom: 0.5em } |
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margin-top: 0.5em } |
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*/ |
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font-weight: bold ; |
||||
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||||
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|
||||
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div.figure { |
||||
|
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||||
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||||
|
|
||||
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||||
|
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||||
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||||
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||||
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||||
|
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||||
|
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||||
|
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||||
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|
||||
|
div.line-block div.line-block { |
||||
|
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||||
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|
||||
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||||
|
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||||
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||||
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||||
|
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||||
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||||
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||||
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|
||||
|
div.sidebar p.rubric { |
||||
|
font-family: sans-serif ; |
||||
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||||
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|
||||
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div.system-messages { |
||||
|
margin: 5em } |
||||
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|
||||
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div.system-messages h1 { |
||||
|
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
|
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
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p.credits { |
||||
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||||
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||||
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||||
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p.label { |
||||
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||||
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||||
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||||
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||||
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||||
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||||
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|
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p.sidebar-title { |
||||
|
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||||
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||||
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p.sidebar-subtitle { |
||||
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||||
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||||
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||||
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||||
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||||
|
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||||
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|
||||
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pre.code .ln { color: grey; } /* line numbers */ |
||||
|
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||||
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|
||||
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||||
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||||
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||||
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||||
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||||
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||||
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||||
|
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||||
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||||
|
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||||
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||||
|
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||||
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||||
|
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||||
|
|
||||
|
table.docinfo { |
||||
|
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||||
|
|
||||
|
table.docutils { |
||||
|
margin-top: 0.5em ; |
||||
|
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||||
|
|
||||
|
table.footnote { |
||||
|
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||||
|
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||||
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|
||||
|
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||||
|
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|
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||||
|
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||||
|
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||||
|
table.docutils th.field-name, table.docinfo th.docinfo-name { |
||||
|
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||||
|
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||||
|
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|
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||||
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|
||||
|
/* "booktabs" style (no vertical lines) */ |
||||
|
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||||
|
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||||
|
border-top: 2px solid; |
||||
|
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||||
|
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||||
|
} |
||||
|
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||||
|
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||||
|
} |
||||
|
table.docutils.booktabs th { |
||||
|
border-bottom: thin solid; |
||||
|
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||||
|
} |
||||
|
|
||||
|
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils, |
||||
|
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils { |
||||
|
font-size: 100% } |
||||
|
|
||||
|
ul.auto-toc { |
||||
|
list-style-type: none } |
||||
|
|
||||
|
</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 need |
||||
|
to 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 the |
||||
|
current templates for the model you are using when you edit a record of that |
||||
|
model.</p> |
||||
|
<p>I.e., This addon includes a demo template called “Smart partners”, that applies |
||||
|
to the model <tt class="docutils literal">res.partner</tt>, so if you edit any partner, you can choose that |
||||
|
template 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 automatically |
||||
|
gets all of its <em>properties</em> filled, empty (unless they have a <em>Default |
||||
|
value</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 you |
||||
|
should 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 those |
||||
|
limits are only used when the data type is text (to constrain its length) or |
||||
|
number. 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 type |
||||
|
is “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 in |
||||
|
a 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 a |
||||
|
technical datasheet per product in your online shop, sorted and separated by |
||||
|
category.</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> it |
||||
|
should 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 is |
||||
|
always the <tt class="docutils literal">value</tt> field, that is a text string, and converts automatically |
||||
|
to/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 partners |
||||
|
you need some extra information that is not needed for others, and you do not |
||||
|
want to fill the partners model with a lot of fields that will be empty most of |
||||
|
the time.</p> |
||||
|
<p>In this case, you could define a <em>template</em> called “Foreign partners”, which |
||||
|
will be applied to <tt class="docutils literal">res.partner</tt> objects, and defines some <em>properties</em> that |
||||
|
these are expected to have.</p> |
||||
|
<p>Then you could assign that <em>template</em> to a partner, and automatically you will |
||||
|
get 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 work |
||||
|
with 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 have |
||||
|
different 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 a |
||||
|
little additional addon that depends on this one. If you are a developer, refer |
||||
|
to 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 in |
||||
|
concrete models.</p> |
||||
|
<p>This module is a technical dependency and is to be installed in parallel to |
||||
|
other 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 are |
||||
|
expected 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 those |
||||
|
properties.</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 module |
||||
|
and 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 owner |
||||
|
form you choose that option, you can then press <em>reload custom information |
||||
|
templates</em> to make the owner update itself to include all the properties in all |
||||
|
the involved templates. If you do not press the button, anyway the reloading |
||||
|
will 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 “What |
||||
|
weaknesses does he/she have?” of a smart partner and press <em>reload custom |
||||
|
information templates</em>, you will get 2 new properties to fill: “Favourite |
||||
|
videogames 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 whose |
||||
|
mission is to support the collaborative development of Odoo features and |
||||
|
promote 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> |
||||
@ -1,6 +1,5 @@ |
|||||
# -*- coding: utf-8 -*- |
|
||||
# Copyright 2015 Antiun Ingeniería S.L. - Sergio Teruel |
# Copyright 2015 Antiun Ingeniería S.L. - Sergio Teruel |
||||
# Copyright 2015 Antiun Ingeniería S.L. - Carlos Dauden |
# Copyright 2015 Antiun Ingeniería S.L. - Carlos Dauden |
||||
# License LGPL-3 - See http://www.gnu.org/licenses/lgpl-3.0.html |
# License LGPL-3 - See http://www.gnu.org/licenses/lgpl-3.0.html |
||||
|
|
||||
from . import base_config_settings |
|
||||
|
from . import res_config_settings |
||||
@ -1,33 +0,0 @@ |
|||||
<?xml version="1.0" encoding="utf-8"?> |
|
||||
<!-- Copyright 2016 Jairo Llopis <jairo.llopis@tecnativa.com> |
|
||||
License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). --> |
|
||||
<odoo> |
|
||||
|
|
||||
<record id="view_general_configuration" model="ir.ui.view"> |
|
||||
<field name="name">Allow to enable partners custom info</field> |
|
||||
<field name="model">base.config.settings</field> |
|
||||
<field name="inherit_id" ref="base_setup.view_general_configuration"/> |
|
||||
<field name="arch" type="xml"> |
|
||||
<xpath expr="//group[@name='authentication']" position="after"> |
|
||||
<group name="custom_info"> |
|
||||
<group> |
|
||||
<label for="id" string="Custom Information"/> |
|
||||
<div> |
|
||||
<div> |
|
||||
<field name="group_custom_info_partner" |
|
||||
class="oe_inline"/> |
|
||||
<label for="group_custom_info_partner"/> |
|
||||
</div> |
|
||||
<div> |
|
||||
<field name="group_custom_info_manager" |
|
||||
class="oe_inline"/> |
|
||||
<label for="group_custom_info_manager"/> |
|
||||
</div> |
|
||||
</div> |
|
||||
</group> |
|
||||
</group> |
|
||||
</xpath> |
|
||||
</field> |
|
||||
</record> |
|
||||
|
|
||||
</odoo> |
|
||||
@ -1,12 +1,11 @@ |
|||||
# -*- coding: utf-8 -*- |
|
||||
# Copyright 2016 Jairo Llopis <jairo.llopis@tecnativa.com> |
# Copyright 2016 Jairo Llopis <jairo.llopis@tecnativa.com> |
||||
# License LGPL-3 - See http://www.gnu.org/licenses/lgpl-3.0.html |
# License LGPL-3 - See http://www.gnu.org/licenses/lgpl-3.0.html |
||||
|
|
||||
from odoo import fields, models |
from odoo import fields, models |
||||
|
|
||||
|
|
||||
class BaseConfigSettings(models.TransientModel): |
|
||||
_inherit = "base.config.settings" |
|
||||
|
class ResConfigSettings(models.TransientModel): |
||||
|
_inherit = "res.config.settings" |
||||
|
|
||||
group_custom_info_manager = fields.Boolean( |
group_custom_info_manager = fields.Boolean( |
||||
string="Manage custom information", |
string="Manage custom information", |
||||
@ -0,0 +1,41 @@ |
|||||
|
<?xml version="1.0" encoding="utf-8"?> |
||||
|
<!-- Copyright 2016 Jairo Llopis <jairo.llopis@tecnativa.com> |
||||
|
License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). --> |
||||
|
<odoo> |
||||
|
|
||||
|
<record id="res_config_settings_view_form" model="ir.ui.view"> |
||||
|
<field name="name">Allow to enable custom information</field> |
||||
|
<field name="model">res.config.settings</field> |
||||
|
<field name="inherit_id" ref="base_setup.res_config_settings_view_form"/> |
||||
|
<field name="arch" type="xml"> |
||||
|
<xpath expr="//div[hasclass('app_settings_block')][@data-key='general_settings']" position="inside"> |
||||
|
<h2>Custom Information</h2> |
||||
|
<div class="row mt16 o_settings_container" name="base_information"> |
||||
|
<div class="col-12 col-lg-6 o_setting_box"> |
||||
|
<div class="o_setting_left_pane"> |
||||
|
<field name="group_custom_info_partner" /> |
||||
|
</div> |
||||
|
<div class="o_setting_right_pane"> |
||||
|
<label for="group_custom_info_partner"/> |
||||
|
<div class="text-muted"> |
||||
|
Allow all employees to manage custom information |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
<div class="col-12 col-lg-6 o_setting_box"> |
||||
|
<div class="o_setting_left_pane"> |
||||
|
<field name="group_custom_info_manager" /> |
||||
|
</div> |
||||
|
<div class="o_setting_right_pane"> |
||||
|
<label for="group_custom_info_manager"/> |
||||
|
<div class="text-muted"> |
||||
|
Add a tab in the partners form to edit custom information |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</xpath> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
</odoo> |
||||
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