b48ffacd8c
This commit replaces a big chunk of the instructions relative to the environment setup with a reference to the equivalent steps listed in the contribution guide. It also moves the content of the "Create your first PR" section from chapter 16 to chapter 2, as readers were struggling with the Git configuration required to push their work to GitHub as they progressed through the tutorial. closes odoo/documentation#4380 Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
232 lines
8.2 KiB
ReStructuredText
232 lines
8.2 KiB
ReStructuredText
.. _tutorials/getting_started/07_basicviews:
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======================
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Chapter 7: Basic Views
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======================
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We have seen in the :ref:`previous chapter <tutorials/getting_started/06_firstui>` that Odoo is able
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to generate default views for a given model. In practice, the default view is **never** acceptable
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for a business application. Instead, we should at least organize the various fields in a logical
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manner.
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Views are defined in XML files with actions and menus. They are instances of the
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``ir.ui.view`` model.
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In our real estate module, we need to organize the fields in a logical way:
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- in the list (tree) view, we want to display more than just the name.
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- in the form view, the fields should be grouped.
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- in the search view, we must be able to search on more than just the name. Specifically, we want a
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filter for the 'Available' properties and a shortcut to group by postcode.
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List
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====
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**Reference**: the documentation related to this topic can be found in
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:ref:`reference/views/list`.
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.. note::
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**Goal**: at the end of this section, the list view should look like this:
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.. image:: 07_basicviews/list.png
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:align: center
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:alt: List view
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List views, also called tree views, display records in a tabular form.
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Their root element is ``<tree>``. The most basic version of this view simply
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lists all the fields to display in the table (where each field is a column):
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.. code-block:: xml
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<tree string="Tests">
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<field name="name"/>
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<field name="last_seen"/>
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</tree>
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A simple example can be found
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`here <https://github.com/odoo/odoo/blob/6da14a3aadeb3efc40f145f6c11fc33314b2f15e/addons/crm/views/crm_lost_reason_views.xml#L46-L54>`__.
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.. exercise:: Add a custom list view.
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Define a list view for the ``estate.property`` model in the appropriate XML file. Check the
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**Goal** of this section for the fields to display.
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Tips:
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- do not add the ``editable="bottom"`` attribute that you can find in the example above. We'll
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come back to it later.
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- some field labels may need to be adapted to match the reference.
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As always, you need to restart the server (do not forget the ``-u`` option) and refresh the browser
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to see the result.
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.. warning::
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You will probably use some copy-paste in this chapter, therefore always make sure that the ``id``
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remains unique for each view!
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Form
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====
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**Reference**: the documentation related to this topic can be found in
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:ref:`reference/views/form`.
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.. note::
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**Goal**: at the end of this section, the form view should look like this:
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.. image:: 07_basicviews/form.png
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:align: center
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:alt: Form view
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Forms are used to create and edit single records.
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Their root element is ``<form>``. They are composed of high-level structure
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elements (groups and notebooks) and interactive elements (buttons and fields):
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.. code-block:: xml
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<form string="Test">
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<sheet>
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<group>
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<group>
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<field name="name"/>
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</group>
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<group>
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<field name="last_seen"/>
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</group>
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<notebook>
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<page string="Description">
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<field name="description"/>
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</page>
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</notebook>
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</group>
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</sheet>
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</form>
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It is possible to use regular HTML tags such as ``div`` and ``h1`` as well as the the ``class`` attribute
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(Odoo provides some built-in classes) to fine-tune the look.
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A simple example can be found
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`here <https://github.com/odoo/odoo/blob/6da14a3aadeb3efc40f145f6c11fc33314b2f15e/addons/crm/views/crm_lost_reason_views.xml#L16-L44>`__.
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.. exercise:: Add a custom form view.
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Define a form view for the ``estate.property`` model in the appropriate XML file. Check the
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**Goal** of this section for the expected final design of the page.
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This might require some trial and error before you get to the expected result ;-) It is advised
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that you add the fields and the tags one at a time to help understand how it works.
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In order to avoid relaunching the server every time you do a modification to the view, it can
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be convenient to use the ``--dev xml`` parameter when launching the server:
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.. code-block:: console
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$ ./odoo-bin --addons-path=addons,../enterprise/,../technical-training-sandbox/ -d rd-demo -u estate --dev xml
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This parameter allows you to just refresh the page to view your view modifications.
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Search
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======
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**Reference**: the documentation related to this topic can be found in
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:ref:`reference/views/search`.
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.. note::
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**Goal**: at the end of this section, the search view should look like this:
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.. image:: 07_basicviews/search_01.png
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:align: center
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:alt: Search fields
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.. image:: 07_basicviews/search_02.png
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:align: center
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:alt: Filter
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.. image:: 07_basicviews/search_03.png
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:align: center
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:alt: Group By
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Search views are slightly different from the list and form views since they don't display
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*content*. Although they apply to a specific model, they are used to filter
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other views' content (generally aggregated views such as :ref:`reference/views/list`).
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Beyond the difference in use case, they are defined the same way.
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Their root element is ``<search>``. The most basic version of this view simply
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lists all the fields for which a shortcut is desired:
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.. code-block:: xml
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<search string="Tests">
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<field name="name"/>
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<field name="last_seen"/>
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</search>
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The default search view generated by Odoo provides a shortcut to filter by ``name``. It is very
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common to add the fields which the user is likely to filter on in a customized search view.
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.. exercise:: Add a custom search view.
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Define a search view for the ``estate.property`` model in the appropriate XML file. Check the
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first image of this section's **Goal** for the list of fields.
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After restarting the server, it should be possible to filter on the given fields.
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Search views can also contain ``<filter>`` elements, which act as toggles for
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predefined searches. Filters must have one of the following attributes:
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- ``domain``: adds the given domain to the current search
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- ``context``: adds some context to the current search; uses the key ``group_by`` to group
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results on the given field name
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A simple example can be found
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`here <https://github.com/odoo/odoo/blob/715a24333bf000d5d98b9ede5155d3af32de067c/addons/delivery/views/delivery_view.xml#L30-L44>`__.
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Before going further in the exercise, it is necessary to introduce the 'domain' concept.
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Domains
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-------
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**Reference**: the documentation related to this topic can be found in
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:ref:`reference/orm/domains`.
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In Odoo, a domain encodes conditions on
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records: a domain is a list of criteria used to select a subset of a model's
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records. Each criterion is a triplet with a *field name*, an *operator* and a *value*.
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A record satisfies a criterion if the specified field meets the condition of the operator applied to the value.
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For instance, when used on the *Product* model the following domain selects
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all *services* with a unit price greater than *1000*::
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[('product_type', '=', 'service'), ('unit_price', '>', 1000)]
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By default criteria are combined with an implicit AND, meaning *every* criterion
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needs to be satisfied for a record to match a domain. The logical operators
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``&`` (AND), ``|`` (OR) and ``!`` (NOT) can be used to explicitly combine
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criteria. They are used in prefix position (the operator is inserted before
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its arguments rather than between). For instance, to select products 'which are
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services *OR* have a unit price which is *NOT* between 1000 and 2000'::
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['|',
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('product_type', '=', 'service'),
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'!', '&',
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('unit_price', '>=', 1000),
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('unit_price', '<', 2000)]
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.. exercise:: Add filter and Group By.
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The following should be added to the previously created search view:
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- a filter which displays available properties, i.e. the state should be 'New' or
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'Offer Received'.
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- the ability to group results by postcode.
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Looking good? At this point we are already able to create models and design a user interface which
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makes sense business-wise. However, a key component is still missing: the
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:ref:`link between models <tutorials/getting_started/08_relations>`.
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