How to make field readonly based on group and status? - odoo

I want to make field readonly based on group, and status. Like I have two groups:
Manager Group
User Group
If I give User Group to any user and then change Status to Done, then field will be readonly for this user.
Hope I was able to make it clear to understand. Thanks.

Create a functional field of type boolean. If the logged in user is under user group and state is done, then return true. Then in the view, specify attrs="{'readonly':[('boolean_field_name','=',True)]}"
OR
First create your form view. Then inherit the view also specify the groups. for example in sale order form view, i want to make the customer reference field readonly for group user when state is not in draft or sent.
<record id="view_order_form_cust_ref_readonly" model="ir.ui.view">
<field name="name">sale.order.form.readonly.cust</field>
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale.view_order_form"/>
<field name="groups_id" eval="[(6, 0, [ref('base.group_user') ])]"/>
<field name="arch" type="xml">
<field name='client_order_ref'" position="attributes">
<attribute name="attrs">{'readonly':[('state','not in',['draft','sent'])]}</attribute>
</field>
</field>
</record>

you can apply access rule on field level in OpenERP, like in py
'name': fields.char('Name', size=128, required=True, select=True,
read=['base.group_user'] ),
And for status in xml:
<field name="name " attrs="{'readonly': [('state','=','done')]}"/>

There is another sweet way to achieve this. Create one functional field and in that check for group assigned to that user and do not store that field. In View use that field in attrs.
Let say in product you don't want to allow any user to modify Internal Reference if user does not belongs to Product Modify group.
Create one group.
<data noupdate="1" >
<record model="res.groups" id="group_product_modify">
<field name="name">Product Modify</field>
<field name="users" eval="[(4, ref('base.user_root'))]"/>
</record>
</data>
Python file
class product_template(models.Model):
_inherit="product.template"
#api.one
def set_access_for_product(self):
self.able_to_modify_product = self.env['res.users'].has_group('product_extended_ecom_ept.group_product_modify')
able_to_modify_product = fields.Boolean(compute=set_access_for_product, string='Is user able to modify product?')
XMl file should be looking like,
<record model="ir.ui.view" id="product_template_update_internal_code_ept">
<field name="name">Product Template extension</field>
<field name="inherit_id" ref="product.product_template_only_form_view"/>
<field name="model">product.template</field>
<field name="priority" eval="50" />
<field name="arch" type="xml">
<field name="default_code" position="before">
<field name="able_to_modify_product" invisible="1" />
</field>
<field name="default_code" position="attributes">
<attribute name="attrs">{'readonly' : [('able_to_modify_product','=',False)]}</attribute>
</field>
</field>
</record>

In case if you are using Odoo web client(GUI) instead of code then there is a bit unorthodox way to do it.
Just make a copy of the field which will contain same value as the original one(giving original field name in Related Field under Advanced Properties) and mark it as read-only.
Then you can hide original field from the users which cannot edit that field and hide the copy field from those who can edit by using groups attribute.

Related

Inheriting a model and adding new field to the model odoo 12

I'm trying to add a new field in the res.users model near the field named partned_id in that model.But im not getting the field in the view and i dont understand why.
I have tried below code:
*.py
class Users(models.Model):
_inherit = "res.users"
reporting_to = fields.Many2one('res.users',string="Reporting To")
*.xml
<record id="view_users_form_inherit" model="ir.ui.view">
<field name="name">res.users.form.inherit</field>
<field name="model">res.users</field>
<field name="inherit_id" ref="base.view_users_form"/>
<field name="arch" type="xml">
<xpath expr="//field[#name='partner_id']" position="after">
<field name="reporting_to"/>
</xpath>
</field>
</record>
Assuming you have registered your XML in the manifest file.
The partner_id field exists many times on the base view. It may find the wrong one. Use a more exact xpath.
There are two partner_id field tags inside view_users_form, To show the reporting_to field after the related partner field, trigger the partner field which is inside a group tag:
<xpath expr="//group/field[#name='partner_id']" position="after">
<field name="reporting_to"/>
</xpath>

How can add a Custom filter / Custom search field to Sale Order view based on a field in the partner form

I have a field card_customer in partner form. What i need is i have to add a custom filter for sale orders based on the field card_customer. When choosing this filter i need the sale orders, which have customers with card_customer field equaling True.
That's possible by creating the filter "technically". A normal user can't do that in vanilla Odoo sofar. Hopefully that feature will come one day.
"Technically" means either in a custom module or by using the debug mode in the client. Odoo can use dot-Notation in domains on such filters. And an admin can use this to create a custom filter directly in the client.
Creating in debug mode
active the debug mode
either go to Settings/Technical/user-defined filters OR open "Manage filters" in the debug context menu in the sales order list view
create the filter
Create a filter in custom module
<record id="my_customer_filter" model="ir.filters">
<field name="action_id" eval="False"/>
<field name="active" eval="True"/>
<field name="context">{}</field>
<field name="domain">[["partner_id.card_customer","=",True]]</field>
<field name="is_default" eval="True"/>
<field name="model_id">sale.order</field>
<field name="name">cart_customer is true</field>
<field name="sort">[]</field>
</record>
Create a filter in search view in a custom module
<record id="view_sales_order_filter" model="ir.ui.view">
<field name="name">sale.order.list.select</field>
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale.view_sales_order_filter" />
<field name="arch" type="xml">
<filter name="need_message" position="after">
<filter name="filter_card_customer_true" string="card_customer is true"
domain="[('partner_id.card_customer','=',True)]" />
</filter>
</field>
</record>
You can create a filter in search view, by inheriting the base search view of sale order ,and create a new view.
<data>
<record id="sale_order_search_inherit_receipt" model="ir.ui.view">
<field name="name">sale.order.search.receipt</field>
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale.sale_order_view_search_inherit_quotation"/>
<field name="arch" type="xml">
<xpath expr="//filter[#name='order_confirmed']" position="after"> // Adding the filter after existing filter 'Confirmed Orders'
<separator/>
<filter string="Card Customer" name="is_card_customer" domain="[('partner_id.card_customer','=', True)]"/>
<separator/>
</xpath>
</field>
</record>
</data>

Odoo tree view with create_date

Do you know how to insert the column create_date on the Odoo Customers Tree View? It would let me see the most recent clients created on the system.
Thank you,
Eduardo
for insert the column create_date on the Odoo Customers Tree View follow the following steps:-
1:- inherit in .py file
from openerp import models, fields, api, _
class ResPartner(models.Model):
_inherit = 'res.partner'
create_date = fields.Datetime("Date")
2:- extend res.partner tree view.
<record id="view_inherit_res_partner_tree" model="ir.ui.view">
<field name="name">res.partner</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_tree"/>
<field name="arch" type="xml">
<xpath expr="//field[#name='function']" position="before">
<field name="create_date"/>
</xpath>
</field>
</record>
I would advise against changing the _order attribute on the model as that changes the order in the database, which may not be what you are trying to achieve. Instead, add a default_order="create_date desc" attribute to the tree element of the list view. In the arch:
<tree position="attributes">
<attribute name="default_order">create_date desc</attribute>
</tree>
Follow this step
1/ Inherit res_partner class.
In your .py file, add this code.[redefine _order attribute]
class res_partner(osv.Model):
_inherit = "res.partner"
_order = "create_date desc"
res_partner()
2/ In your view file, inherit the partner's tree-view and add create_date field.
<record id="view_partner_tree_extended" model="ir.ui.view">
<field name="name">res.partner.extended</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_tree"/>
<field name="arch" type="xml">
<xpath expr="//field[#name='display_name']" position="before">
<field name="create_date"/>
</xpath>
</field>
</record>
Note : No need to add create_date field in python file because it comes from osv.model base class.
_order atttribute is used for sort the records as your requirement.
Restart server and update your module.
Hope It will work for you !!
Let me know if you have any query.
As create_date is Automatic fields in Odoo, you can directly access it in the tree view.
Example:-
<record id="customer_list_view" model="ir.ui.view">
<field name="name">customer.tree</field>
<field name="model">bank.customer</field>
<field name="arch" type="xml">
<tree string="Customer View">
<field name="name"/>
<field name="contact"/>
<field name="create_date"/> // Directly access from database(no need to declare in model)
</tree>
</field>
</record>
I'd suggest that you'll use xpath and inherit the tree view from the customers. The following xml should work:
<record id="inherit_customer_tree_view" model="ir.ui.view">
<field name="name">res.partner.tree.inherit</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_tree" />
<field name="arch" type="xml">
<xpath expr="//field[#name='display_name']" position="before">
<field name="create_date" />
</xpath>
</field>
</record>
To insert create_date into the tree view
first create a field with the same name ['create_date'] in your .py file
'create_date':fields.datetime('Create Date')
then put it in your tree view. It will work.
Write code in your specific tree view
<record id="my_tree_view_id" model="ir.ui.view">
<field name="name">my.mode.view.tree</field>
<field name="model">my.model</field>
<field name="mode">primary</field>
<field name="arch" type="xml">
<tree string="My model tree view">
<field name="name" />
<field name="product_count" />
<field name="write_date" />
</tree>
</field>
</record>
Using the write_date in field tag then print date with time in specific tree view.
you can direct declare in xml. No need to define .py file. Because create_date is a odoo magic field. so, you can declare directly in tree view.
<data>
<xpath expr="//field[#name='display_name'][not(ancestor::field)]" position="after">
<field name="create_date"/>
</xpath>
<xpath expr="//field[#name='create_date'][not(ancestor::field)]" position="after">
<field name="create_uid"/>
</xpath>
</data>
Place this code in a view using the developers tool button in the partner tree
create_date = date
create_uid = the user that created the partner
In Odoo/OpenERP we can inherit or use existing modules object/class/model and views. We can also inherit single field of existing modules. The question is why we need such inheritance.
The purpose of inheritance or why we need inheritance is given below:
To change attributes of some fields which exists on existing/custom
model (e.g. making fields readonly,invisible)
To add/modify/delete old or new fields in existing/custom model
(e.g. Product, Sales, HR, Fleet Management, Attendance modules model
etc)
We can also add buttons in already existing/custom model (form and
tree) view by using inheritance

OpenERP - field not showing in a tree view

Here is my XML file. For some reason the field "product_uom" is not showing in view's tree view. Any insights why it is happening and how I can make it show?
<tree string="Components" editable="bottom">
<field name="sequence" widget="handle"/>
<field name="product_id" on_change="onchange_product_id(product_id,
product_qty)"/>
<field name="type"/>
<field name="product_qty"/>
<field name="product_uom" on_change="onchange_uom(product_id,
product_uom)" groups="product.group_uom"/>
<field name="product_rounding"/>
<field name="product_efficiency"/>
<field name="date_start"/>
<field name="date_stop"/>
<field name="attribute_value_ids" widget="many2many_tags" domain="
[('product_ids.product_tmpl_id', '=', parent.product_tmpl_id)]"/>
</tree>
The product_uom field has a groups="product.group_uom" attribute.
This makes it visible only to the users in that Group.
Either remove it from the tree definition, or make sure your user in in that group.
Probably what you need is just to activate the "Allow using different units of measures" feature on Settings / Configuration / Sales, Product Features section. Behind the scenes this activates the group_uom for all users.

Hide to create a new record in many2one or many2many

I am working with res.partner object in customer form view in sale module
category_id use many2many field in customer form view.
Based on the user I have to hide the create new category record in ODOO or OpenERP.
It is possible using options attribute.
Check this example:
<record id="view_customer_form_inherit" model="ir.ui.view">
<field name="name">view.customer.form.inherit</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field name="arch" type="xml">
<field name='category_id' position='attributes'>
<attribute name='options'>
{"no_create": 1, "no_create_edit": 1}
</attribute>
</field>
</field>
</record>
I know it is too late to answer but I hope it'll be helpful
.