How to filter records for tree view based on logged in user. For Admin, Manager i want show every record , for normal user I want show records created by that particular user only.
Below code sample I tried
For manager uid=12
For admin uid=1
<field name="domain">[('|',('create_uid','=',uid),('|',(uid,'=','1'),(uid,'=','12')))]</field>
Above code sample is throwing error
"ValueError: Invalid leaf ['|', ['create_uid', '=', 1], ['|', [1, '=',
'1'], [1, '=', '12']]]"
Row-level access rules are defined in the ir.rule model and can be created by adding a corresponding xml file to the module. The file is usually stored under security/ folder in your module directory.
For example I've taken user.purchase.records as the model
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<record id="user_purchase_record_rule" model="ir.rule">
<field name="name">Records created by current user only</field>
<field name="model_id" ref="model_user_purchase_records"/>
<field name="domain_force">[('create_uid','=',user.id)]</field>
<field name="groups" eval="[(4,ref('base.group_user'))]"/>
</record>
</data>
</odoo>
Finally add this file path in your manifest.py file.
A domain it's composed by 3 elements, (field_in_your_model, operator, value), I don't know if you are working with a known model or it's your definition, but you got that error because uid it's a reserved word for odoo, not a field in a model.
And the best approach for your requirement its make rules, for your groups of users, something like sale groups:
Rule for Sale / User: Own Documents Only:
['|',('user_id','=',user.id),('user_id','=',False)]
I hop this answer can be helpful you.
Related
I have a custom odoo module, which extends some existing modules like hr. I want to create an onboarding plan with several predefined tasks in it.
This is my plan acitivity type xml which works at it should. If I update the applikation with this file, I get the desired tasks in the planning types overview.
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="hr_plan_activity_type_create_work_contract" model="hr.plan.activity.type">
<field name="activity_type_id" ref="mail.mail_activity_data_todo"/>
<field name="responsible">manager</field>
<field name="summary">Create work contract</field>
<field name="note">Create the work contract for the employee.</field>
</record>
<record id="hr_plan_activity_type_employee_model_in_erp" model="hr.plan.activity.type">
<field name="activity_type_id" ref="mail.mail_activity_data_todo"/>
<field name="responsible">manager</field>
<field name="summary">Employee model in ERP</field>
<field name="note">Complete the employee model in ERP (AHV, Banking, etc.)</field>
</record>
</odoo>
This is my plan.xml which should create a plan with the activity types. The creation of the plan works, but if I reference the activity types, I'll get an error message.
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Onboarding -->
<record id="hr_plan_onboarding" model="hr.plan">
<field name="name">Onboarding</field>
<field name="plan_activity_type_ids"
eval="[(6,0,[ref('mycompany.hr_plan_activity_type_employee_model_in_erp')])]"/>
<field name="plan_activity_type_ids"
eval="[(4,0,[ref('mycompany.hr_plan_activity_type_create_work_contract')])]"/>
</record>
</odoo>
In the manifest.py file I first load the plan.activity.type.xml and then the plan.xml so this shouldn't be a problem.
This is the error message I get when I try to upgrade my customized module mycompany:
File "C:\Program Files (x86)\Odoo 13.0e\server\odoo\addons\base\models\ir_model.py", line 1670, in xmlid_lookup
raise ValueError('External ID not found in the system: %s' % xmlid)
odoo.tools.convert.ParseError: "External ID not found in the system: hr.plan.activity.type.hr_plan_activity_type_create_work_contract" while parsing file:/c:/users/myuser/appdata/local/openerp%20s.a/odoo/addons/13.0/mycompany/data/hr/plan.xml:2, near
<odoo>
<!-- Onboarding -->
<record id="hr_plan_onboarding" model="hr.plan">
<field name="name">Onboarding</field>
<field name="plan_activity_type_ids" ref="hr.plan.activity.type.hr_plan_activity_type_create_work_contract"/>
</record>
Does anyone have any ideas?
String identifier stored in ir.model.data, can be used to refer to a record regardless of its database identifier during data imports or export/import roundtrips.
External identifiers are in the form module.id (e.g. account.invoice_graph). From within a module, the module. prefix can be left out.
Sometimes referred to as xml id or xml_id as XML-based Data Files make extensive use of them.
In your example you used model_name.id which probably does not exist in the database, to reference hr_plan_activity_type_create_work_contract record you just need to replace the model name with the module name.
I can see from the log message that the module name is mycompany, try to replace the model name with mycompany:
<record id="hr_plan_onboarding" model="hr.plan">
<field name="name">Onboarding</field>
<field name="plan_activity_type_ids" ref="mycompany.hr_plan_activity_type_create_work_contract"/>
</record>
Update:plan_activity_type_ids is an x2many field
Use the special commands format to set the x2many field values:
<record id="hr_plan_onboarding" model="hr.plan">
<field name="name">Onboarding</field>
<field name="plan_activity_type_ids" eval="[(6,0,[ref('mycompany.hr_plan_activity_type_create_work_contract')])]"/>
</record>
Edit: Only the first one shows up in the GUI
To replaces all existing records in the set by the ids list (using '(6, 0, ids)') you can provide a list of ids inside the triplet. You can find an example in res_partner_demo.xml inside the base module.
Example:
<field name="plan_activity_type_ids" eval="[(6,0,[ref('mycompany.hr_plan_activity_type_employee_model_in_erp'), ref('mycompany.hr_plan_activity_type_create_work_contract')])]"/>
To add an existing record of id id to the set (using (4, id)) you need to provide one id for each triplet. You can find an example in base_groups.xml inside the base module.
Example:
<field name="plan_activity_type_ids" eval="[(4,ref('mycompany.hr_plan_activity_type_employee_model_in_erp')), (4,ref('mycompany.hr_plan_activity_type_create_work_contract'))]"/>
Your ref ids are wrong. hr.plan.activity.type.hr_plan_activity_type_create_work_contract is wrong. You get only one . in a reference. its [<module_name>.]ext_id_of_object.
If you reference the object from the same module you don't have to use module name.part
If you can see the database tables. then things you are referencing are in table ir_model_data
So if the thing you are referencing is in your own model then you cant use just hr_plan_activity_type_create_work_contract as a reference or your_model_name.hr_plan_activity_type_create_work_contract
class HealthProfileInherit(models.Model):
_inherit = 'health.profile'
health_profile_health_test_id = fields.Many2many('health.test',
string ='Laboratory Test')
this the field connecting the 2 tables, how will give domain here? Do I wanna write a function or can give domain inside the field?
The following domain:
domain="[('partner_id', '=', partner_id)]"
will filter records shown in the popup list after you click on the add item button link. only the test records with the profile partner will be visible.
String domains are supposed to be dynamic and evaluated on the client-side only.
By default, users can create records from the popup list and they can select any partner in the partner_id field.
If you want to disable the creation option from the popup list use the no_create option:
options="{'no_create': True}"
If you want to keep the create button and force users to select the profile partner, you can create a new form for the health.test model and set the partner field invisible then pass the default partner value in context and force the many2many field to use that form.
<field name="health_profile_health_test_id"
domain="[('partner_id', '=', partner_id)]"
context="{'form_view_ref': 'module_name.health_test_form', 'default_partner_id': partner_id}"/>
Remember that the form view with the lowest priority will be used as the default form view (The default priority value is 16):
Example:
<record id="health_test_form" model="ir.ui.view">
<field name="name">health.test Form</field>
<field name="model">health.test</field>
<field name="priority" eval="20"/>
<field name="arch" type="xml">
<form>
<group>
<field name="partner_id" invisible="True"/>
....
</group>
....
</form>
</field>
</record>
Edit:
String domains are dynamic and evaluated in client-side, for example the "[('partner_id', '=', partner_id)]" string domain will be evaluated to [('partner_id', '=', 26)] and if the list has already selected records, the records will be excluded using ['!', ['id', 'in', list_of_ids]].
But when passing the domain as a list with the many2one field reference, the value will be of type Many2one and the server should raise a RecursionError when trying to get field attributes (tested in v12, v13).
If you look in the Odoo source code you will find many examples using a list domain but with simple values like booleans, strings, etc.
Please I need help with some custom rules configurations in Odoo 11.
Currently I'm doing a rule that allow an user only access to a certains product categories, for that I have a Many2many field which specify those categories:
product_category_ids = fields.Many2many('product.category')
Here is the rule that only allows access to that categories:
<record model="ir.rule" id="product_template_category_users">
<field name="name">product.template.category.users</field>
<field name="model_id" ref="product.model_product_template"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="True"/>
<field name="perm_unlink" eval="True"/>
<field name="perm_create" eval="True"/>
<field name="domain_force">[('categ_id', 'child_of', user.product_category_ids.ids)]</field>
</record>
The rule works fine, but I have this problem:
Login with user "A" who has that rule
Login in another sesion with user "B" and update user "A"
adding a new category to categories field
Return with user "A" and the rule doesn't show the new category added, also reload page doesn't work.
The changes only apply in "A" user when I change the current company or reload the Odoo Service.
I think that it has to be something with the user storing data when the user login, maybe is some way to update that data and allow the rule to read it from "user". I need that the changes doing to users apply in real time to that connected users without have to change the current company or reload the Odoo service.
Thanks for helping.
This is strange that it should work, but only after changing current company or restarting the Odoo server.
Can you try your modifications on a blank database and/or a new database with demo data loaded? If possible, it would be good to test this on an entirely different server to see if the problem might lay there.
Perhaps you can also try modifying your force_domain like this:
['|', ('categ_id', 'in', user.product_category_ids.ids), ('categ_id', 'child_of', user.product_category_ids.ids)]
If anyone has the same problem, I solve it using this funcion every time i made a change in the product categories field of user
self.env['ir.rule'].clear_cache()
That code clear the cache of rules so the rules apply the new domain.
Add self.env['ir.rule'].clear_cache() into create() and write() method of your model.
I have Leads and all my leads have emails set. Now I have sent emails to leads with "Mass Mailings" from "Marketing". But now when I click on my lead I do not see any link between the Lead (email) to emails I have sent with "Mass Mailings".
Is there a way to make a link between Lead (email) to email I have sent?
The information about sent emails is available trough the model mail.mail.statistics. In this model you have everything you need. The following fields may be of interest for your task:
model - as emails may be related to any Odoo model, this field tells you to which model was related the email. You are interested in records with crm.lead in this field
res_id - the id of the corresponding model instance. In your case this fields links you to the id of your lead.
mail_mail_id_int - the id of the objects of type email.email - the emails themselves
etc.
You can use this to create a list of emails related to a lead and show them in the crm lead form.
To do that, create a new Odoo module, extend the crm.lead object adding a One2many relation to the mail.mail.statistics model and extend the crm.lead view to show this new field.
For instance, in a file called models/lead.py in this new module, put the following:
from openerp import models, fields
class crm_lead(models.Model):
_inherit = 'crm.lead'
emails = fields.One2many(comodel_name='mail.mail.statistics',
inverse_name='res_id',
domain=[('model', '=', 'crm.lead')])
crm_lead()
Respectively, to extend the view, create a file views/lead_view.xml like this:
<?xml version="1.0"?>
<openerp>
<data>
<record model="ir.ui.view" id="mail_crm_stats.crm_lead_form">
<field name="name">mail_crm_stats.crm_lead.form</field>
<field name="model">crm.lead</field>
<field name="type">form</field>
<field name="inherit_id" ref="crm.crm_case_form_view_leads"/>
<field name="arch" type="xml">
<xpath expr="//notebook/page[#string='Extra Info']"
position="after">
<page string="Emails sent">
<group name="emails">
<div>
<field name="emails" nolabel="1"
class="oe_inline"/>
</div>
</group>
</page>
</xpath>
</field>
</record>
</data>
</openerp>
Now you should see additional tab 'EMails sent' in your lead form. Of course, this is just and example and the module may be improved to show better information about the sent emails. As the case is interesting I may commit soon a new version in the github repository I created for the purpose..
You can download the entire module and test it from my github repository like this:
git clone https://github.com/andreiboyanov/odoo-mails_crm_stats mails_crm_stats
In V8 there is a fields between leads and Marketing Campaign See in any Lead > Extra Info (tab) > Marketing, You can manually add your campaign to that, but if you need to automatically sync then you need to create a new module for that, but just for now you can manually put entry.You can view various modules on here.
Im having problems with creating a filter on stock.picking object. Just recently i build a simple "privilege relay" - in each stock location you can define "Assigned User Group", thanks to that users that are in particular group can or cannot confirm moves for or out of the location.
Stock.picking:location_id -> assigned_user_group -> users
Now I would like to create a filter (later to be set default) on stock picking tree view that will show only the moves which locations (source location and destination location; i use them in stock.picking object) can be managed by a viewing user.
By far I wrote a filter that looks like that:
<record id="view_picking_internal_search_pl" model="ir.ui.view">
<field name="model">stock.picking</field>
<field name="inherit_id" ref="stock.view_picking_internal_search"/>
<field name="arch" type="xml">
<filter icon="terp-dialog-close" name="done" string="Done" domain="[('state','=','done')]" help="Pickings already processed" position="after">
<filter icon="terp-check" name="locgroup" string="Location Group" domain="[('user_id','in',[user.id for user in location_id.user_group.users])]" context="{'group_by':'date'}"/>
</filter>
</field>
</record>
I also added field location_id to the tree view.
But Im still getting an error (after choosing the filter) that even google doesnt know anything about:
TypeError: results.group_by is undefined
My questions are:
By looking on domain in filter field - what am i doing wrong?
Is something like that even possible?
I will gladly welcome any help.
Firstly, i think your domain is not correct, it could have been :
[('user_group.users.id', '=', uid)]
(because the first element of the tuple is a field on the model; and uid is a special value supplied in search views)
Next, This error :
TypeError: results.group_by is undefined
Seems to be a Javascript Error (coming from openerp-web interface), it often throws error like that when it receives unexpected values (when we make a mistake defining a view for example).
can you tell us if using the domain above solved your problem ?
NB: does your field user_group is a required field ? If not, i think the domain above won't display picking where user_group is not set, if you want to display picking where user_group is not set too, you can set a domain like that:
['|',('user_group.users.id', '=', uid), ('user_group','=',False)]
Regards