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491 lines
15 KiB
HTML
491 lines
15 KiB
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</head>
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<body>
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<div class="document" id="chained-swapper">
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<h1 class="title">Chained Swapper</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/server-ux/tree/14.0/chained_swapper"><img alt="OCA/server-ux" src="https://img.shields.io/badge/github-OCA%2Fserver--ux-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/server-ux-14-0/server-ux-14-0-chained_swapper"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/250/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
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<p>This module allows to swap the value of a field and propagate it in a chained
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way to linked records. Example: changing the delivery address in a confirmed
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sales order, it should be changed in its delivery orders as well.</p>
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<p>It also allows to apply constraints for not allowing to do that change
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according rules, so the business logic is not broken. Example: Don’t allow
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to change the delivery address if the delivery order is validated.</p>
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<p>This module requires some technical knowledge for setting the chained swap and
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the constraint, as it’s defined through technical names and Python code.</p>
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<p><strong>WARNING</strong>: Use this module with care, as it can screw up database consistency
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if swaps are not properly designed .</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
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<p>To configure this module, you need to:</p>
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<ol class="arabic">
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<li><p class="first">Go to <em>Setting > Field Swaps > Field Swaps</em>.</p>
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</li>
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<li><p class="first">Create a new object and set the following data as an example:</p>
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<ul>
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<li><p class="first">Name for identifying it and use it for the action name.</p>
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</li>
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<li><p class="first">Select the source model where the swap will be started.</p>
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</li>
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<li><p class="first">Select the starting field for which the swap will be done.</p>
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</li>
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<li><p class="first">Add several chained fields. They are expressed as a string using
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dot notation, taking the source model as beginning for looking there
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the first field, and continuing from there drilling through. Example:
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<cite>picking_ids.partner_id</cite> for <cite>sale.order</cite> model will go to the linked
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deliveries orders, and change the customer there.</p>
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</li>
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<li><p class="first">Add possible constraints for restricting the chained swap. They are
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Python expressions that must be one line that is evaluated as boolean.
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If the evaluation is true, then a message will be thrown and no swap
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will be allowed. You can use the variable <cite>records</cite> in your code, that
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will be referring the selected records for doing the swap. Example: for
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restricting sales orders that have a delivery order validated:</p>
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<p><cite>any(p.state == ‘done’ for p in records.mapped(‘picking_ids.state’))</cite></p>
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<p>Other variables you can use are <cite>env</cite>, <cite>date</cite> and <cite>datetime</cite>.
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Each constraint has a name for identifying it, but also for showing that
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name when displaying the error trying to do the swap.</p>
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</li>
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</ul>
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</li>
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<li><p class="first">Click on ‘Add action’ smart button to add a new action in the source model.</p>
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</li>
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</ol>
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<p>On demo databases, you can check the example “Language”, that changes the
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language of a contact, and propagate it to children contacts.</p>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id2">Usage</a></h1>
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<p>To use this module, you need to:</p>
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<ol class="arabic simple">
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<li>Go to the source document in list mode.</li>
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<li>Select one or several records.</li>
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<li>Click on Action and locate the option “Chained swap: <name of the swap>”.</li>
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<li>If one of the selected records doesn’t comply with one of the constraints,
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a message will be shown, and the swap won’t continue.</li>
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<li>If everything is OK, a popup will arise, and you will see a field for
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filling the new value.</li>
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<li>Click on “Change”, and the swap will be done.</li>
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<li>On the chatter of the source document, an entry will be logged for
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reflecting the done swap.</li>
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</ol>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-ux/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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||
<a class="reference external" href="https://github.com/OCA/server-ux/issues/new?body=module:%20chained_swapper%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#id4">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#id5">Authors</a></h2>
|
||
<ul class="simple">
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||
<li>Tecnativa</li>
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||
</ul>
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||
</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#id6">Contributors</a></h2>
|
||
<ul class="simple">
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||
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
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||
<li>Ernesto Tejeda</li>
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<li>Pedro M. Baeza</li>
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</ul>
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</li>
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<li>Sunanda Chhatbar <<a class="reference external" href="mailto:sunanda.chhatbar@initos.com">sunanda.chhatbar@initos.com</a>></li>
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</ul>
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</div>
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||
<div class="section" id="maintainers">
|
||
<h2><a class="toc-backref" href="#id7">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
|
||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
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<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
|
||
mission is to support the collaborative development of Odoo features and
|
||
promote its widespread use.</p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-ux/tree/14.0/chained_swapper">OCA/server-ux</a> project on GitHub.</p>
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||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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