Odoo 12 Development Cookbook - Third Edition

Build customized solutions for your business using the latest features of Odoo 12 and Python
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Odoo 12 Development Cookbook - Third Edition

Parth Gajjar et al.
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Build customized solutions for your business using the latest features of Odoo 12 and Python
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Book Details

ISBN 139781789618921
Paperback774 pages

Book Description

Odoo is a powerful framework known for rapid application development. Its latest release, Odoo 12, introduces tons of new features. With this book, you’ll learn how to develop powerful Odoo applications from scratch, using all the latest features.

This Odoo cookbook starts by covering Odoo installation and deployment on the server. Next, you’ll explore the Odoo framework with real-world examples. You’ll create a new Odoo module from the ground up and progress to advanced framework concepts. You’ll also learn how to modify existing applications, including Point of Sale (POS). This book is not just limited to backend development; the advanced JavaScript recipes for creating new views and widgets will help you build beautiful UI elements. As you move forward, you’ll gain insights into website development and become a quality Odoo developer by studying performance optimization, debugging, and automated tests. Finally, you’ll learn the latest concepts like multi-website, In-App Purchasing (IAP), Odoo.sh, and IoT Box.

By the end of the book, you’ll have all the knowledge you need to build powerful Odoo applications. The development best practices used in this book will undoubtedly come handy when you are working with the Odoo framework.

Table of Contents

Chapter 1: Installing the Odoo Development Environment
Introduction
Odoo ecosystem
Easy installation of Odoo from a 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
Chapter 2: Managing Odoo Server Instances
Introduction
Configuring the add-ons path
Updating the add-on modules list
Standardizing your instance directory layout
Installing and upgrading local add-on modules
Installing add-on modules from GitHub
Applying changes to add-ons
Applying and trying proposed pull requests
Chapter 3: 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 Docker to run Odoo
Running Odoo through docker-compose
Managing content delivery networks for websites
Chapter 4: Creating Odoo Add-On Modules
Technical requirements
Introduction
Creating and installing a new add-on module
Completing the add-on module manifest
Organizing the add-on module file structure
Adding models
Adding menu items and views
Adding access security
Using the scaffold command to create a module
Chapter 5: Application Models
Introduction
Technical requirements
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
Chapter 6: Basic Server-Side Development
Introduction
Technical requirements
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
Sorting recordsets
Extending the business logic defined in a model
Extending write() and create()
Customizing how records are searched
Fetching data in groups with read_group()
Chapter 7: Module Data
Introduction
Technical requirements
Using external IDs and namespaces
Loading data using XML files
Using the noupdate and forcecreate flags
Loading data using CSV files
Add-on updates and data migration
Deleting records from XML files
Invoking functions from XML files
Chapter 8: Debugging
Introduction
The auto-reload and --dev options
Producing server logs to help debug methods
Using the Odoo shell to interactively call methods
Using the Python debugger to trace method execution
Using the Odoo Community Association maintainer quality tools
Understanding the debug mode options
Chapter 9: Advanced Server-Side Development Techniques
Introduction
Technical requirements
Changing the user that performs 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 an SQL view
Adding custom settings options
Implementing init hooks
Chapter 10: Backend Views
Introduction
Technical requirements
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
Defining list views
Defining search views
Changing existing views – view inheritance
Defining document-style forms
Dynamic form elements using attrs
Defining embedded views
Displaying attachments on the side of the form view
Defining kanban views
Showing kanban cards in columns according to their state
Defining calendar and gantt views
Defining graph and pivot views
Defining the cohort view
Defining the dashboard view
Chapter 11: Access Security
Technical requirements
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
Accessing recordsets as a superuser
Hiding view elements and menus based on groups
Chapter 12: 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 make translations easier
Importing translation files into Odoo
Chapter 13: Automation, Workflows, and Printouts
Introduction
Technical requirements
Managing dynamic record stages
Managing kanban stages
Adding a quick create form in a kanban card
Creating interactive kanban cards
Adding a progress bar in kanban views
Creating server actions
Using Python code server actions
Using automated actions on time conditions
Using automated actions on event conditions
Creating QWeb-based PDF reports
Chapter 14: Web Server Development
Introduction
Technical requirements
Making a path accessible from the network
Restricting access to web accessible paths
Consuming parameters passed to your handlers
Modifying an existing handler
Chapter 15: CMS Website Development
Introduction
Managing static assets
Extending CSS and JavaScript for the website
Creating or modifying templates – QWeb
Managing dynamic routes
Offering snippets to the user
Getting input from users
Managing Search Engine Optimization (SEO) options
Managing sitemaps for the website
Getting a visitor's country information
Tracking a marketing campaign
Managing multiple websites
Chapter 16: Web Client Development
Introduction
Technical requirements
Creating custom widgets
Using client-side QWeb templates
Making RPC calls to the server
Creating a new view
Debugging your client-side code
Improving onboarding with tour
Mobile app JavaScript
Chapter 17: In-App Purchasing with Odoo
Introduction
Technical requirements
In-app purchase concepts
Registering an IAP service in Odoo
Creating an IAP service module
Authorizing and charging IAP credits
Creating an IAP client module
Displaying offers when an account lacks credits
Chapter 18: Automated Test Cases
Introduction
Technical requirements
Python test cases
Running tagged Python test cases
Setting up Headless Chrome for client-side test cases
Client-side QUnit test cases
Adding tour test cases
Running client-side test cases from the UI
Debugging client-side test cases
Generating videos/screenshots for failed test cases
Chapter 19: Managing, Deploying, and Testing with Odoo.sh
Introduction
Technical requirements
Exploring some basic concepts of Odoo.sh
Creating an Odoo.sh account
Adding and installing custom modules
Managing branches
Accessing debugging options
Getting a backup of your instance
Checking the status of your builds
All Odoo.sh options
Chapter 20: Remote Procedure Calls in Odoo
Technical requirements
Logging in/connecting Odoo with XML-RPC
Searching/reading records through XML-RPC
Creating/updating/deleting records through XML-RPC
Calling methods through XML-RPC
Logging in/connecting Odoo with JSON-RPC
Fetching/searching records through JSON-RPC
Create/update/delete records through JSON-RPC
Calling methods through JSON-RPC
The OCA odoorpc library
Chapter 21: Performance Optimization
The prefetching pattern for the recordsets
The in-memory cache – ormcache
Generating image thumbnails
Accessing grouped data
Creating or writing multiple records
Accessing records through database queries
Profiling Python code
Chapter 22: Point of Sale
Introduction
Technical requirements
Adding custom JavaScript/SCSS files
Adding an action button on the keyboard
Making RPC calls
Modifying the POS screen UI
Modifying existing business logic
Modifying customer receipts
Chapter 23: Manage Emails in Odoo
Technical requirements
Configuring incoming and outgoing mail servers
Managing chatter on documents
Managing activities on documents
Sending mail using the Jinja template
Sending mail using the QWeb template
Managing the mail alias
Logging user changes in chatter
Chapter 24: IoT Box
Technical requirements
Flashing the IoT Box image for Raspberry Pi
Connecting the IoT Box with the network
Adding the IoT Box to Odoo
Loading drivers and listing connected devices
Taking input from devices
Accessing the IoT Box through SSH
Configuring a point of sale

What You Will Learn

  • Develop a module in the Odoo framework and modify the existing flow of any application
  • Build dynamic websites with Odoo CMS
  • Create and modify backend JavaScript components in Odoo and POS
  • Connect and access any object in Odoo via Remote Procedure Calls (RPC)
  • Illustrate the different tools available in Odoo to implement business processes for your records
  • Implement in-app purchase services
  • Manage, deploy, and test an Odoo instance with the PaaS Odoo.sh
  • Configure IoT Box to add and upgrade Point of Sale (POS) hardware

Authors

Continue reading

Table of Contents

Chapter 1: Installing the Odoo Development Environment
Introduction
Odoo ecosystem
Easy installation of Odoo from a 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
Chapter 2: Managing Odoo Server Instances
Introduction
Configuring the add-ons path
Updating the add-on modules list
Standardizing your instance directory layout
Installing and upgrading local add-on modules
Installing add-on modules from GitHub
Applying changes to add-ons
Applying and trying proposed pull requests
Chapter 3: 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 Docker to run Odoo
Running Odoo through docker-compose
Managing content delivery networks for websites
Chapter 4: Creating Odoo Add-On Modules
Technical requirements
Introduction
Creating and installing a new add-on module
Completing the add-on module manifest
Organizing the add-on module file structure
Adding models
Adding menu items and views
Adding access security
Using the scaffold command to create a module
Chapter 5: Application Models
Introduction
Technical requirements
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
Chapter 6: Basic Server-Side Development
Introduction
Technical requirements
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
Sorting recordsets
Extending the business logic defined in a model
Extending write() and create()
Customizing how records are searched
Fetching data in groups with read_group()
Chapter 7: Module Data
Introduction
Technical requirements
Using external IDs and namespaces
Loading data using XML files
Using the noupdate and forcecreate flags
Loading data using CSV files
Add-on updates and data migration
Deleting records from XML files
Invoking functions from XML files
Chapter 8: Debugging
Introduction
The auto-reload and --dev options
Producing server logs to help debug methods
Using the Odoo shell to interactively call methods
Using the Python debugger to trace method execution
Using the Odoo Community Association maintainer quality tools
Understanding the debug mode options
Chapter 9: Advanced Server-Side Development Techniques
Introduction
Technical requirements
Changing the user that performs 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 an SQL view
Adding custom settings options
Implementing init hooks
Chapter 10: Backend Views
Introduction
Technical requirements
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
Defining list views
Defining search views
Changing existing views – view inheritance
Defining document-style forms
Dynamic form elements using attrs
Defining embedded views
Displaying attachments on the side of the form view
Defining kanban views
Showing kanban cards in columns according to their state
Defining calendar and gantt views
Defining graph and pivot views
Defining the cohort view
Defining the dashboard view
Chapter 11: Access Security
Technical requirements
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
Accessing recordsets as a superuser
Hiding view elements and menus based on groups
Chapter 12: 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 make translations easier
Importing translation files into Odoo
Chapter 13: Automation, Workflows, and Printouts
Introduction
Technical requirements
Managing dynamic record stages
Managing kanban stages
Adding a quick create form in a kanban card
Creating interactive kanban cards
Adding a progress bar in kanban views
Creating server actions
Using Python code server actions
Using automated actions on time conditions
Using automated actions on event conditions
Creating QWeb-based PDF reports
Chapter 14: Web Server Development
Introduction
Technical requirements
Making a path accessible from the network
Restricting access to web accessible paths
Consuming parameters passed to your handlers
Modifying an existing handler
Chapter 15: CMS Website Development
Introduction
Managing static assets
Extending CSS and JavaScript for the website
Creating or modifying templates – QWeb
Managing dynamic routes
Offering snippets to the user
Getting input from users
Managing Search Engine Optimization (SEO) options
Managing sitemaps for the website
Getting a visitor's country information
Tracking a marketing campaign
Managing multiple websites
Chapter 16: Web Client Development
Introduction
Technical requirements
Creating custom widgets
Using client-side QWeb templates
Making RPC calls to the server
Creating a new view
Debugging your client-side code
Improving onboarding with tour
Mobile app JavaScript
Chapter 17: In-App Purchasing with Odoo
Introduction
Technical requirements
In-app purchase concepts
Registering an IAP service in Odoo
Creating an IAP service module
Authorizing and charging IAP credits
Creating an IAP client module
Displaying offers when an account lacks credits
Chapter 18: Automated Test Cases
Introduction
Technical requirements
Python test cases
Running tagged Python test cases
Setting up Headless Chrome for client-side test cases
Client-side QUnit test cases
Adding tour test cases
Running client-side test cases from the UI
Debugging client-side test cases
Generating videos/screenshots for failed test cases
Chapter 19: Managing, Deploying, and Testing with Odoo.sh
Introduction
Technical requirements
Exploring some basic concepts of Odoo.sh
Creating an Odoo.sh account
Adding and installing custom modules
Managing branches
Accessing debugging options
Getting a backup of your instance
Checking the status of your builds
All Odoo.sh options
Chapter 20: Remote Procedure Calls in Odoo
Technical requirements
Logging in/connecting Odoo with XML-RPC
Searching/reading records through XML-RPC
Creating/updating/deleting records through XML-RPC
Calling methods through XML-RPC
Logging in/connecting Odoo with JSON-RPC
Fetching/searching records through JSON-RPC
Create/update/delete records through JSON-RPC
Calling methods through JSON-RPC
The OCA odoorpc library
Chapter 21: Performance Optimization
The prefetching pattern for the recordsets
The in-memory cache – ormcache
Generating image thumbnails
Accessing grouped data
Creating or writing multiple records
Accessing records through database queries
Profiling Python code
Chapter 22: Point of Sale
Introduction
Technical requirements
Adding custom JavaScript/SCSS files
Adding an action button on the keyboard
Making RPC calls
Modifying the POS screen UI
Modifying existing business logic
Modifying customer receipts
Chapter 23: Manage Emails in Odoo
Technical requirements
Configuring incoming and outgoing mail servers
Managing chatter on documents
Managing activities on documents
Sending mail using the Jinja template
Sending mail using the QWeb template
Managing the mail alias
Logging user changes in chatter
Chapter 24: IoT Box
Technical requirements
Flashing the IoT Box image for Raspberry Pi
Connecting the IoT Box with the network
Adding the IoT Box to Odoo
Loading drivers and listing connected devices
Taking input from devices
Accessing the IoT Box through SSH
Configuring a point of sale

Book Details

ISBN 139781789618921
Paperback774 pages
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