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599 lines
21 KiB
599 lines
21 KiB
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</head>
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<body>
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<div class="document" id="base-custom-info">
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<h1 class="title">Base Custom Info</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<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>
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<p>This module allows you to attach custom information to records without the need
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to alter the database structure too much.</p>
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<p>This module defines several concepts that you have to understand.</p>
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<div class="section" id="templates">
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<h1>Templates</h1>
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<p>A <em>template</em> is a collection of <em>properties</em> that a record should have.
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<em>Templates</em> 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.</p>
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<p>I.e., This addon includes a demo template called “Smart partners”, that applies
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to the model <tt class="docutils literal">res.partner</tt>, so if you edit any partner, you can choose that
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template and get its properties autofilled.</p>
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</div>
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<div class="section" id="properties">
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<h1>Properties</h1>
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<p>A <em>property</em> is the “name” of the field. <em>Templates</em> can have any amount of
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<em>properties</em>, and when you apply a <em>template</em> to a record, it automatically
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gets all of its <em>properties</em> filled, empty (unless they have a <em>Default
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value</em>), ready to assign <em>values</em>.</p>
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<p>You can set a property to as <em>required</em> 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 <em>yes</em>
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can be selected, and for numeric properties, zero would be forbidden.</p>
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<p>Also you can set <em>Minimum</em> and <em>Maximum</em> limits for every <em>property</em>, 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.</p>
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<p><em>Properties</em> always belong to a template, and as such, to a model.</p>
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<p><em>Properties</em> define the data type (text, number, yes/no…), and when the type
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is “Selection”, then you can define what <em>options</em> are available.</p>
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<p>I.e., the “Smart partners” <em>template</em> has the following <em>properties</em>:</p>
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<ul class="simple">
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<li>Name of his/her teacher</li>
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<li>Amount of people that hates him/her for being so smart</li>
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<li>Average note on all subjects</li>
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<li>Does he/she believe he/she is the smartest person on earth?</li>
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<li>What weaknesses does he/she have?</li>
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</ul>
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<p>When you set that template to any partner, you will then be able to fill these
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<em>properties</em> with <em>values</em>.</p>
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</div>
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<div class="section" id="categories">
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<h1>Categories</h1>
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<p><em>Properties</em> can also belong to a <em>category</em>, which allows you to sort them in
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a logical way, and makes further development easier.</p>
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<p>For example, the <tt class="docutils literal">website_sale_custom_info</tt> 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.</p>
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<p>You are not required to give a <em>category</em> to every <em>property</em>.</p>
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</div>
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<div class="section" id="options">
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<h1>Options</h1>
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<p>When a <em>property</em>’s type is “Selection”, then you define the <em>options</em>
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available, so the <em>value</em> must be one of these <em>options</em>.</p>
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<p>I.e., the “What weaknesses does he/she have?” <em>property</em> has some options:</p>
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<ul class="simple">
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<li>Loves junk food</li>
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<li>Needs videogames</li>
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<li>Huge glasses</li>
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</ul>
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<p>The <em>value</em> will always be one of these.</p>
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</div>
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<div class="section" id="value">
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<h1>Value</h1>
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<p>When you assign a <em>template</em> to a partner, and then you get the <em>properties</em> it
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should have, you still have to set a <em>value</em> for each property.</p>
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<p><em>Values</em> can be of different types (whole numbers, constrained selection,
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booleans…), depending on how the <em>property</em> was defined. However, there is
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always the <tt class="docutils literal">value</tt> field, that is a text string, and converts automatically
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to/from the correct type.</p>
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<div class="section" id="why-would-i-need-this">
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<h2>Why would I need this?</h2>
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<p>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.</p>
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<p>In this case, you could define a <em>template</em> called “Foreign partners”, which
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will be applied to <tt class="docutils literal">res.partner</tt> objects, and defines some <em>properties</em> that
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these are expected to have.</p>
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<p>Then you could assign that <em>template</em> 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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<em>values</em> correctly.</p>
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</div>
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<div class="section" id="does-this-work-with-any-model">
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<h2>Does this work with any model?</h2>
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<p>Yes and no.</p>
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<p>Yes, because this is a base module that provides the tools to make this work
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with any model.</p>
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<p>No, because, although the tools are provided, they are only applied to the
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<tt class="docutils literal">res.partner</tt> 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.</p>
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<p>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 <em>Development</em> section below.</p>
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|
<p><strong>Table of contents</strong></p>
|
|
<div class="contents local topic" id="contents">
|
|
<ul class="simple">
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|
<li><a class="reference internal" href="#installation" id="id1">Installation</a></li>
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<li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
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<li><a class="reference internal" href="#development" id="id4">Development</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="id5">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="id6">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id7">Credits</a></li>
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|
</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>
|
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</body>
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</html>
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