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Odoo 11 Development Cookbook - Second Edition

2.7 (3)

Odoo 11 Development Cookbook - Second Edition

2.7 (3)

Overview of this book

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

Preface

Preface

Who this book is for

What this book covers

To get the most out of this book

Sections

Get in touch

Free Chapter

Installing the Odoo Development Environment

Installing the Odoo Development Environment

Introduction

Easy installation of Odoo from source

Managing Odoo environments using the start command

Managing Odoo server databases

Storing the instance configuration in a file

Activating the Odoo developer tools

Updating Odoo from source

Managing Odoo Server Instances

Managing Odoo Server Instances

Introduction

Configuring the addons path

Updating the addon modules list

Standardizing your instance directory layout

Installing and upgrading local addon modules

Installing addon modules from GitHub

Applying changes to addons

Applying and trying proposed pull requests

Server Deployment

Server Deployment

Introduction

Installing Odoo for production use

Adapting the configuration file for production

Setting up Odoo as a system service

Configuring a reverse proxy and SSL with nginx and Let's Encrypt

Using buildout for repeatable builds

Using Docker to run Odoo

Creating Odoo Addon Modules

Creating Odoo Addon Modules

Introduction

Creating and installing a new addon module

Completing the addon module manifest

Organizing the addon module file structure

Adding models

Adding Menu Items and Views

Adding Access Security

Using scaffold to create a module

Application Models

Application Models

Introduction

Defining the Model representation and order

Adding data fields to a Model

Using a float field with configurable precision

Adding a monetary field to a Model

Adding relational fields to a Model

Adding a hierarchy to a Model

Adding constraint validations to a Model

Adding computed fields to a Model

Exposing related fields stored in other Models

Adding dynamic relations using Reference fields

Adding features to a Model using inheritance

Using abstract Models for reusable Model features

Using delegation inheritance to copy features to another Model

Basic Server-Side Development

Basic Server-Side Development

Introduction

Defining model methods and using the API decorators

Reporting errors to the user

Obtaining an empty recordset for a different model

Creating new records

Updating values of recordset records

Searching for records

Combining recordsets

Filtering recordsets

Traversing recordset relations

Extending the business logic defined in a Model

Extending write() and create()

Customizing how records are searched

Module Data

Module Data

Introduction

Using external IDs and namespaces

Loading data using XML files

Using the noupdate and forcecreate flags

Loading data using CSV files

Loading data using YAML files

Addon updates and data migration

Debugging and Automated Testing

Debugging and Automated Testing

Introduction

Producing server logs to help debug methods

Using the Odoo shell to interactively call methods

Using the Python debugger to trace method execution

Writing tests for your module using Python unit tests

Running server tests

Using the Odoo Community Association maintainer quality tools

Advanced Server-Side Development Techniques

Advanced Server-Side Development Techniques

Introduction

Changing the user performing an action

Calling a method with a modified context

Executing raw SQL queries

Writing a wizard to guide the user

Defining onchange methods

Calling onchange methods on the server side

Defining a model based on a SQL view

Backend Views

Backend Views

Introduction

Adding a menu item and window action

Having an action open a specific view

Adding content and widgets to a form view

Adding buttons to forms

Passing parameters to forms and actions – Context

Defining filters on record lists – Domain

List views

Search views

Changing existing views – View inheritance

Document-style forms

Dynamic form elements using attrs

Embedded views

Kanban views

Showing kanban cards in columns according to their state

Calendar and gantt views

Graph and pivot views

Access Security

Access Security

Creating security groups and assigning them to users

Adding security access to models

Limiting access to fields in models

Limiting record access using record rules

Using security groups to activate features

Internationalization

Internationalization

Installing a language and configuring user preferences

Configuring language-related settings

Translating texts through the web client user interface

Exporting translation strings to a file

Using gettext tools to ease translations

Importing translation files into Odoo

Automation, Workflows, Emails, and Printouts

Automation, Workflows, Emails, and Printouts

Introduction

Using Kanban stages and features

Creating server actions

Using Python code server actions

Using automated actions on time conditions

Using automated actions on event conditions

Adding messaging and tracking features

Email templates

QWeb-based PDF reports

Producing LibreOffice-based reports with Py3O

Web Server Development

Web Server Development

Introduction

Making a path accessible from the network

Restricting access to web accessible paths

Consuming parameters passed to your handlers

Modifying an existing handler

Using the RPC API

Web Client Development

Web Client Development

Introduction

Creating custom widgets

Using client-side QWeb templates

Making RPC calls to the server

Writing tests for client-side code

Debugging your client-side code

CMS Website Development

CMS Website Development

Introduction

Extending CSS and JavaScript for the website

Creating or modifying templates – QWeb

Offering snippets to the user

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Graph and pivot views

In this recipe, we'll take a look at Odoo's business intelligence views. These are read-only views meant to present data.

Getting ready

We're still making use of the project module here. First, we need some configuration. Activate the Track time spent on projects and tasks checkbox in Configuration | Settings and also install the hr_timesheet module in order to be able to record some time on different tasks.

Now, create some projects meant to be umbrella projects for your customers. Then, create a couple of tasks for each customer project. They are meant to model different activities you have per customer. Assign different managers to these projects and activate the Allow timesheets box...

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