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Odoo 14 Development Cookbook - Fourth Edition

Name: Odoo 14 Development Cookbook - Fourth Edition
ISBN: 9781800200319

by Parth Gajjar, Alexandre Fayolle, Holger Brunn, Daniel Reis

December 2020

Beginner to intermediate

784 pages

15h 52m

English

Packt Publishing

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Odoo 14 Development Cookbook Fourth Edition
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Preface
Who this book is forWhat this book coversTo get the most out of this bookDownload the example code filesDownload the color imagesConventions usedGet in touchReviews
Chapter 1: Installing the Odoo Development Environment
Understanding the Odoo ecosystemOdoo editionsGit repositoriesRunbotOdoo app storeOdoo Community AssociationOfficial Odoo help forumOdoo's eLearning platformEasy installation of Odoo from sourceGetting readyHow to do it...How it works...Managing Odoo server databasesGetting readyHow to do it...How it works...There's more...Storing the instance configuration in a fileHow to do it...How it works...Activating Odoo developer toolsHow to do it...How it works...Updating the add-on modules listGetting readyHow to do it…How it works…
Chapter 2: Managing Odoo Server Instances
Configuring the add-ons pathGetting readyHow to do it…How it works…There's more…Standardizing your instance directory layoutHow to do it…How it works…There's more...Installing and upgrading local add-on modulesGetting readyHow to do it…How it works…There's more…Installing add-on modules from GitHubGetting readyHow to do it…How it works…There's more…Applying changes to add-onsGetting readyHow to do it…How it works…See alsoApplying and trying proposed pull requestsGetting readyHow to do it…How it works…There's more…
Chapter 3: Creating Odoo Add-On Modules
Technical requirementsWhat is an Odoo add-on module?Creating and installing a new add-on moduleGetting readyHow to do it...How it works...Completing the add-on module manifestGetting readyHow to do it...How it works...There's more…Organizing the add-on module file structureGetting readyHow to do it...How it works...Adding modelsGetting readyHow to do it...How it works...Adding menu items and viewsGetting readyHow to do it...How it works...Adding access securityGetting readyHow to do it...How it works…See alsoUsing the scaffold command to create a moduleGetting readyHow to do it...How it works...
Chapter 4: Application Models
Technical requirementsDefining the model representation and orderGetting readyHow to do it...How it works...There's more...Adding data fields to a modelGetting readyHow to do it...How it works...There's more...Using a float field with configurable precisionGetting readyHow to do it...How it works...Adding a monetary field to a modelGetting readyHow to do it...How it works...Adding relational fields to a modelGetting readyHow to do it...How it works...There's more...Adding a hierarchy to a modelGetting readyHow to do it...How it works...There's more...Adding constraint validations to a modelGetting readyHow to do it...How it works...There's more...Adding computed fields to a modelGetting readyHow to do it...How it works...There's more...Exposing related fields stored in other modelsGetting readyHow to do it...How it works...There's more...Adding dynamic relations using reference fieldsGetting readyHow to do it...How it works...Adding features to a model using inheritanceGetting readyHow to do it...How it works...Copy model definition using inheritanceGetting readyHow to do it...How it works...There's more…Using delegation inheritance to copy features to another modelGetting readyHow to do it...How it works...There's more...Using abstract models for reusable model featuresGetting readyHow to do it...How it works...There's more...
Chapter 5: Basic Server-Side Development
Technical requirementsDefining model methods and using API decoratorsGetting readyHow to do it...How it works...Reporting errors to the userGetting readyHow to do it...How it works...There's more...Obtaining an empty recordset for a different modelGetting readyHow to do it...How it works...See alsoCreating new recordsGetting readyHow to do it...How it works...There's more…Updating values of recordset recordsGetting readyHow to do it...How it works...There's more...Searching for recordsGetting readyHow to do it...How it works...There's more...Combining recordsetsGetting readyHow to do it...How it works...Filtering recordsetsGetting readyHow to do it...How it works...There's more...Traversing recordset relationsGetting readyHow to do it...How it works...There's more...See alsoSorting recordsetsGetting readyHow to do it...How it works...There's more...Extending the business logic defined in a modelGetting readyHow to do it...How it works...There's more...Extending write() and create()Getting readyHow to do it...How it works...There's more...Customizing how records are searchedGetting readyHow to do it...How it works...There's more...See alsoFetching data in groups using read_group()Getting readyHow to do it...How it works...
Chapter 6: Managing Module Data
Technical requirementsUsing external IDs and namespacesHow to do it...How it works...There's more...See alsoLoading data using XML filesHow to do it...How it works...There's more...Using the noupdate and forcecreate flagsHow to do it...How it works...There's more...See alsoLoading data using CSV filesHow to do it...How it works...There's more...Add-on updates and data migrationHow to do it...How it works...There's more...See alsoDeleting records from XML filesGetting readyHow to do it...How it works...Invoking functions from XML filesHow to do it...How it works...There's more...
Chapter 7: Debugging Modules
The auto-reload and --dev optionsGetting readyHow to do it...How it works...Producing server logs to help debug methodsGetting readyHow to do it...How it works...There's more...Using the Odoo shell to interactively call methodsGetting readyHow to do it...How it works...There's more...Using the Python debugger to trace method executionGetting readyHow to do it...How it works...There's more... See alsoUnderstanding the debug mode optionsHow to do it...How it works...
Chapter 8: Advanced Server-Side Development Techniques
Technical requirementsChanging the user that performs an actionGetting readyHow to do it...How it works...There's more...See alsoCalling a method with a modified contextGetting readyHow to do it...How it works...There's more...See alsoExecuting raw SQL queriesGetting readyHow to do it...How it works...There's more...See alsoWriting a wizard to guide the userGetting readyHow to do it...How it works...There's more...See alsoDefining onchange methodsGetting readyHow to do it...How it works...There's more...Calling onchange methods on the server sideGetting readyHow to do it...How it works...See alsoDefining onchange with the compute methodGetting readyHow to do it...How it works...There's more...See alsoDefining a model based on a SQL viewGetting readyHow to do it...How it works...There's more...See alsoAdding custom settings optionsGetting readyHow to do it...How it works...There's more...Implementing init hooksGetting readyHow to do it...How it works...

Chapter 9: Backend Views
Technical requirementsAdding a menu item and window actionsGetting readyHow to do it...How it works...There's more...See alsoHaving an action open a specific viewHow to do it...How it works...There's more...Adding content and widgets to a form viewHow to do it...How it works...There's more...See alsoAdding buttons to formsHow to do it...How it works...There's more...Passing parameters to forms and actions – contextGetting readyHow to do it...How it works...There's more...See alsoDefining filters on record lists – domainHow to do it...How it works...There's more...See alsoDefining list viewsHow to do it...How it works...There's more...Defining search viewsHow to do it...How it works...There's more...See alsoAdding a search filter side panelGetting readyHow to do it...How it works...There's more...Changing existing views – view inheritanceHow to do it...How it works...There's more...Defining document-style formsHow to do it...How it works...See alsoDynamic form elements using attrsHow to do it...How it works...There's more...Defining embedded viewsHow to do it...How it works...There's more...Displaying attachments on the side of the form viewHow to do it...How it works...There's more...Defining kanban viewsHow to do it...How it works...There's more...See alsoShowing kanban cards in columns according to their stateGetting readyHow to do it...How it works...There's more...Defining calendar viewsHow to do it...How it works...There's more...Defining graph view and pivot viewGetting readyHow to do it...How it works...There's more...Defining the cohort viewGetting readyHow to do it...How it works...Defining the dashboard viewGetting readyHow to do it...How it works...There's more....Defining the gantt viewGetting readyHow to do it...How it works...There's more...Defining the activity viewGetting readyHow to do it...How it works...Defining the map viewGetting readyHow to do it…How it works...
Chapter 10: Security Access
Technical requirementsCreating security groups and assigning them to usersGetting readyHow to do it...How it works...There's more...See alsoAdding security access to modelsGetting readyHow to do it...How it works...There's more...See alsoLimiting access to fields in modelsGetting readyHow to do it...How it works...There's more...See alsoLimiting record access using record rulesGetting readyHow to do it...How it works...There's more...Using security groups to activate featuresGetting readyHow to do it...How it works...There's more...Accessing recordsets as a superuserHow to do it...How it works...There's more...Hiding view elements and menus based on groupsGetting readyHow to do it...How it works...See also
Chapter 11: Internationalization
Installing a language and configuring user preferencesHow to do it...How it works...There's more...Configuring language-related settingsGetting readyHow to do it...How it works...There's more...Translating texts through the web client user interfaceGetting readyHow to do it...How it works...There's more...Exporting translation strings to a fileGetting readyHow to do it...How it works...There's more...Using gettext tools to make translations easierHow to do it...How it works...There's more...Importing translation files into OdooGetting readyHow to do it...How it works...Changing the custom language URL code for a websiteGetting readyHow to do it...How it works...
Chapter 12: Automation, Workflows, Emails, and Printing
Technical requirementsManaging dynamic record stagesGetting readyHow to do it...How it works...There's more...See moreManaging kanban stagesGetting startedHow to do it...How it works...There's more...See moreAdding a quick create form to a kanban cardGetting startedHow to do it...How it works...Creating interactive kanban cardsGetting startedHow to do it...How it works...Adding a progress bar in kanban viewsGetting startedHow to do it...How it works...Creating server actionsGetting readyHow to do it...How it works...There's more...Using Python code server actionsGetting readyHow to do it...How it works...There's more...See moreUsing automated actions on time conditionsGetting readyHow to do it...How it works...There's more...See moreUsing automated actions on event conditionsGetting readyHow to do it...How it works...There's more...Creating QWeb-based PDF reportsGetting readyHow to do it...How it works...There's more...Managing activities from a kanban cardGetting startedHow to do it...How it works...There's more…See alsoAdding a stat button to a form viewGetting startedHow to do it...How it works...See alsoEnabling the archive option for recordsGetting startedHow to do it...How it works...There's more…
Chapter 13: Web Server Development
Technical requirementsMaking a path accessible from the networkGetting readyHow to do it...How it works...There's more...See alsoRestricting access to web-accessible pathsGetting readyHow to do it...How it works...There's more...Consuming parameters passed to your handlersHow to do it...How it works...There's more...See alsoModifying an existing handlerGetting readyHow to do it...How it works…There's more...See alsoServing static resourcesGetting readyHow to do it...How it works…
Chapter 14: CMS Website Development
Managing static assetsWhat are asset bundles and different assets in Odoo?Custom assetsHow to do it...How it works...There's more...Adding CSS and JavaScript for a website Getting readyHow to do it...How it works...There's more...Creating or modifying templates – QWebGetting readyHow to do it...How it works...There's more...See alsoManaging dynamic routesGetting readyHow to do it...How it works...There's more...Offering static snippets to the userGetting readyHow to do it...How it works...There's more...Offering dynamic snippets to the userGetting readyHow to do it...How it works...There's more...Getting input from website usersGetting readyHow to do it...How it works...There's more...Managing SEO optionsGetting readyHow to do it...How it works...There's more...Managing sitemaps for the websiteGetting ready...How to do it...How it works...There's more...Getting a visitor's country informationGetting readyHow to do it...How it works...Tracking a marketing campaignGetting readyHow to do it...How it works...Managing multiple websitesGetting readyHow to do it...How it works...Redirecting old URLsGetting readyHow to do it...How it works...Publish management for website-related recordsGetting readyHow to do it…How it works...There's more…
Chapter 15: Web Client Development
Technical requirementsCreating custom widgetsGetting readyHow to do it...How it works...There's more...Using client-side QWeb templatesGetting readyHow to do it...How it works...There's more...See alsoMaking RPC calls to the serverGetting readyHow to do it...How it works...There's more...See alsoCreating a new viewGetting readyHow to do it...How it works...There's more...Debugging your client-side codeGetting readyHow to do it...How it works...There's more...Improving onboarding with toursGetting readyHow to do it...How it works...Mobile app JavaScriptGetting readyHow to do it...How it works...There's more...
Chapter 16: The Odoo Web Library (OWL)
Technical requirementsCreating an OWL componentGetting readyHow to do it...How it works...There's more...Managing user actions in an OWL componentGetting readyHow to do it...How it works...There's more...Making OWL components reactiveGetting readyHow to do it...How it works...Understanding the OWL component life cycleGetting readyHow to do it...How it works...There's more...Adding an OWL field to the form viewGetting readyHow to do it...How it works...
Chapter 17: In-App Purchasing with Odoo
Technical requirementsIAP conceptsHow it works...The IAP service flowThere's more...Registering an IAP service in OdooGetting readyHow to do it...How it works...Creating an IAP service moduleGetting readyHow to do it...How it works...Authorizing and charging IAP creditsGetting readyHow to do it...How it works...There's more...See alsoCreating an IAP client moduleGetting readyHow to do it...How it works...There's more...Displaying offers when an account lacks creditsGetting readyHow to do it...How it works...There's more...
Chapter 18: Automated Test Cases
Technical requirementsAdding Python test casesGetting readyHow to do it...How it works...There's more...Running tagged Python test casesGetting readyHow to do it...How it works...There's more...Setting up Headless Chrome for client-side test casesHow to do it...How it works...Adding client-side QUnit test casesGetting readyHow to do it...How it works...There's more...Adding tour test casesGetting readyHow to do it...How it works...Running client-side test cases from the UIHow to do it...How it works...Debugging client-side test casesGetting readyHow to do it...How it works...Generating videos/screenshots for failed test casesHow to do it...How it works...Populating random data for testingGetting readyHow to do it...How it works...There's more…
Chapter 19: Managing, Deploying, and Testing with Odoo.sh
Technical requirementsExploring some basic concepts of Odoo.shWhat is Odoo.sh?Why was Odoo.sh introduced?When should you use Odoo.sh?What are the features of Odoo.sh?Creating an Odoo.sh accountGetting readyHow to do it...How it works...There's more...Adding and installing custom modulesGetting readyHow to do it...How it works...There's more...Managing branchesGetting readyHow to do it...How it works...Accessing debugging optionsHow to do it...There's more...Getting a backup of your instanceHow to do it...How it works...Checking the status of your buildsHow to do it...How it works...There's more...All Odoo.sh optionsGetting readyHow to do it...There's more...
Chapter 20: Remote Procedure Calls in Odoo
Technical requirementsLogging in to/connecting Odoo with XML-RPCGetting readyHow to do it...How it works...There's more...Searching/reading records through XML-RPCGetting readyHow to do it...How it works...There's more...Creating/updating/deleting records through XML-RPCGetting readyHow to do it...How it works...There's more...Calling methods through XML-RPCGetting readyHow to do it...How it works...There's more...Logging in to/connecting Odoo with JSON-RPCGetting readyHow to do it...How it works...There's more...Fetching/searching records through JSON-RPCGetting readyHow to do it...How it works...There's more...Creating/updating/deleting records through JSON-RPCGetting readyHow to do it...How it works...There's more...Calling methods through JSON-RPCGetting readyHow to do it...How it works...The OCA odoorpc libraryGetting readyHow to do it...How it works...There's more...See alsoGenerating API keysHow to do it...How it works...
Chapter 21: Performance Optimization
The prefetching pattern for recordsetsHow to do it…How it works...There's more...The in-memory cache – ormcacheHow to do it...How it works...There's more...Generating differently sized images How to do it...How it works...There's more...Accessing grouped dataHow to do it...How it works...There's more...See alsoCreating or writing multiple recordsHow to do it...How it works...There's more...Accessing records through database queriesHow to do it...How it works...There's more...Profiling Python codeHow to do it...How it works...There's more...
Chapter 22: Point of Sale
Technical requirementsAdding custom JavaScript/SCSS filesGetting readyHow to do it...How it works...There's more...Adding an action button on the keyboardGetting readyHow to do it...How it works...There's more...Making RPC callsGetting readyHow to do it...How it works...There's more...Modifying the Point of Sale screen UIGetting readyHow to do it...How it works...Modifying existing business logicGetting readyHow to do it...How it works...Modifying customer receiptsGetting readyHow to do it...How it works...
Chapter 23: Managing Emails in Odoo
Technical requirementsConfiguring incoming and outgoing email serversGetting readyHow to do it...How it works...There's more...Managing chatter on documentsGetting readyHow to do it...How it works...There's more...Managing activities on documentsGetting readyHow to do it...How it works...There's more...Sending emails using the Jinja templateGetting readyHow to do it...How it works...There's more...Sending emails using the QWeb templateGetting readyHow to do it...How it works...There's more...Managing the email aliasGetting readyHow to do it...How it works...There's more...Logging user changes in a chatterGetting readyHow to do it...How it works...Sending periodic digest emailsGetting readyHow to do it...How it works...
Chapter 24: Managing the IoT Box
Technical requirementsFlashing the IoT Box image for Raspberry PiGetting readyHow to do it...How it works...There's more...Connecting the IoT Box with a networkGetting readyHow to do it...How it works...Adding the IoT Box to OdooGetting readyHow to do it...How it works...There's more...Loading drivers and listing connected devicesGetting readyHow to do it...How it works...Taking input from devicesGetting readyHow to do it...How it works...There's more...Accessing the IoT Box through SSHGetting readyHow it works...How to do it...There's more...Configuring a point of saleGetting readyHow to do it...How it works...There's more...Sending PDF reports directly to a printerGetting readyHow to do it...How it works...
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Content preview from Odoo 14 Development Cookbook - Fourth Edition

Chapter 23: Managing Emails in Odoo

Email integration is the most prominent feature of Odoo. You can send and receive emails directly from the Odoo user interface. You can even manage email threads on business documents, such as leads, sales orders, and projects. In this chapter, we will explore a few important ways to deal with emails in Odoo.

Here, we'll cover the following topics:

Configuring incoming and outgoing email servers
Managing chatter on documents
Managing activities on documents
Sending emails using the Jinja template
Sending emails using the QWeb template
Managing the email alias
Logging user changes in a chatter
Sending periodic digest email

Technical requirements

All the code used in this chapter can be downloaded from https://github.com/PacktPublishing/Odoo-14-Development-Cookbook-Fourth-Edition/tree/master/Chapter23. ...

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Odoo 12 Development Cookbook - Third Edition

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ISBN: 9781800200319

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Odoo 14 Development Cookbook - Fourth Edition

by Parth Gajjar, Alexandre Fayolle, Holger Brunn, Daniel Reis

Chapter 23: Managing Emails in Odoo

Technical requirements

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