diff --git a/crm_dynamic_fields/README.rst b/crm_dynamic_fields/README.rst new file mode 100644 index 000000000..3033d6f1a --- /dev/null +++ b/crm_dynamic_fields/README.rst @@ -0,0 +1,48 @@ +.. image:: https://img.shields.io/badge/licenSe-LGPL--3-green.svg + :target: https://www.gnu.org/licenses/lgpl-3.0-standalone.html + :alt: License: LGPL-3 + +CRM Dynamic Fields +================== +This module helps you to create custom field in CRM without any technical knowledge. + +Configuration +============= +- Add user in create custom field group + +License +------- +General Public License, Version 3 (LGPL v3). +(https://www.gnu.org/licenses/lgpl-3.0-standalone.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +* Developer: (V16) Dhanya Babu, + (V17) Ayana KP, +Contact:odoo@cybrosys.com + +Contacts +-------- +* Mail Contact : odoo@cybrosys.com +* Website : https://cybrosys.com + +Bug Tracker +----------- +Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. + +Maintainer +========== +.. image:: https://cybrosys.com/images/logo.png + :target: https://cybrosys.com + +This module is maintained by Cybrosys Technologies. + +For support and more information, please visit `Our Website `__ + +Further information +=================== +HTML Description: ``__ diff --git a/crm_dynamic_fields/__init__.py b/crm_dynamic_fields/__init__.py new file mode 100644 index 000000000..6520d47af --- /dev/null +++ b/crm_dynamic_fields/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Ayana KP () +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import models +from . import wizard diff --git a/crm_dynamic_fields/__manifest__.py b/crm_dynamic_fields/__manifest__.py new file mode 100644 index 000000000..65d852b8b --- /dev/null +++ b/crm_dynamic_fields/__manifest__.py @@ -0,0 +1,47 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Ayana KP () +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +{ + 'name': 'CRM Dynamic Fields', + 'version': '17.0.1.0.0', + 'category': 'Extra Tools', + 'summary': "Helps to Add Custom Fields for Opportunity from user interface", + 'description': """Adding Custom Fields for Opportunity + without any technical knowledge""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['crm'], + 'data': [ + 'security/crm_dynamic_fields_groups.xml', + 'security/ir.model.access.csv', + 'data/crm_dynamic_fields_widget_data.xml', + 'wizard/crm_dynamic_fields_views.xml', + 'views/crm_lead_views.xml', + 'views/ir_model_fields_views.xml', + ], + 'images': ['static/description/banner.jpg'], + 'license': 'LGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/crm_dynamic_fields/data/crm_dynamic_fields_widget_data.xml b/crm_dynamic_fields/data/crm_dynamic_fields_widget_data.xml new file mode 100644 index 000000000..bcb8445c1 --- /dev/null +++ b/crm_dynamic_fields/data/crm_dynamic_fields_widget_data.xml @@ -0,0 +1,41 @@ + + + + + + image + Image + + + + many2many_tags + Many2many Tags + + + + binary + Binary + + + + radio + Radio + + + + priority + Priority + + + + monetary + Monetary + + + + selection + Selection + + + \ No newline at end of file diff --git a/crm_dynamic_fields/doc/RELEASE_NOTES.md b/crm_dynamic_fields/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..f7e4c5f5e --- /dev/null +++ b/crm_dynamic_fields/doc/RELEASE_NOTES.md @@ -0,0 +1,5 @@ +## Module +#### 04.03.2024 +#### Version 17.0.1.0.0 +#### ADD +- Initial Commit for CRM Dynamic Fields diff --git a/crm_dynamic_fields/models/__init__.py b/crm_dynamic_fields/models/__init__.py new file mode 100644 index 000000000..1d19b30bb --- /dev/null +++ b/crm_dynamic_fields/models/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Ayana KP () +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import crm_field_widgets +from . import ir_model_fields diff --git a/crm_dynamic_fields/models/crm_field_widgets.py b/crm_dynamic_fields/models/crm_field_widgets.py new file mode 100644 index 000000000..7d1c138b3 --- /dev/null +++ b/crm_dynamic_fields/models/crm_field_widgets.py @@ -0,0 +1,34 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Ayana KP () +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + + +class CRMFieldWidgets(models.Model): + """We can't filter a selection field dynamically,so when we select a + field its widgets also need to change according to the selected field type, + we can't do it by a 'selection' field,need a 'Many2one' field.""" + _name = 'crm.field.widgets' + _description = 'CRM Field Widgets' + + name = fields.Char(string="Name", help='Name of the widget') + description = fields.Char(string="Description", + help='Description of the widget') diff --git a/crm_dynamic_fields/models/ir_model_fields.py b/crm_dynamic_fields/models/ir_model_fields.py new file mode 100644 index 000000000..f63c82e45 --- /dev/null +++ b/crm_dynamic_fields/models/ir_model_fields.py @@ -0,0 +1,32 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Ayana KP () +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################### +from odoo import fields, models + + +class IrModelFields(models.Model): + """Adding a new field to understand the dynamically created fields.""" + _inherit = 'ir.model.fields' + + is_dynamic = fields.Boolean(string="Dynamic Field", + help="Flag to indicate whether this " + "field is dynamically created or " + "not.") diff --git a/crm_dynamic_fields/security/crm_dynamic_fields_groups.xml b/crm_dynamic_fields/security/crm_dynamic_fields_groups.xml new file mode 100644 index 000000000..5df159b49 --- /dev/null +++ b/crm_dynamic_fields/security/crm_dynamic_fields_groups.xml @@ -0,0 +1,8 @@ + + + + + + Create Custom Fields in CRM + + \ No newline at end of file diff --git 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b/crm_dynamic_fields/static/description/images/pos_return.png new file mode 100644 index 000000000..e69de29bb diff --git a/crm_dynamic_fields/static/description/images/pos_voucher.png b/crm_dynamic_fields/static/description/images/pos_voucher.png new file mode 100644 index 000000000..cf274c0bb Binary files /dev/null and b/crm_dynamic_fields/static/description/images/pos_voucher.png differ diff --git a/crm_dynamic_fields/static/description/images/task_timer.gif b/crm_dynamic_fields/static/description/images/task_timer.gif new file mode 100644 index 000000000..ba0a1bd3d Binary files /dev/null and b/crm_dynamic_fields/static/description/images/task_timer.gif differ diff --git a/crm_dynamic_fields/static/description/index.html b/crm_dynamic_fields/static/description/index.html new file mode 100644 index 000000000..1df0fd8db --- /dev/null +++ b/crm_dynamic_fields/static/description/index.html @@ -0,0 +1,786 @@ + + + + + + Odoo App 3 Index + + + + + + + + +
+
+
+
+
+ +
+
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
+
+
+
+
+

+ CRM Dynamic Fields

+

+ Tool For Adding New Fields In Odoo CRM Without Any Technical + knowledge. +

+
+ +
+
+
+
+
+

+ Key Highlights +

+
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+
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+ +
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+

+ Create custom fields.

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+ +
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+ Different field types can choose.

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+ +
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+ Delete the Custom created Fields.

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+ +
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+ Supports both Community and Enterprise.

+
+
+
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+
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+ +
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+ +
+
+

+ Go to users & Companies -> Users -> enable + Create Custom Fields + in CRM for user.

+
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+ +
+
+

+ Go to CRM. Now a "Create Fields" smart + button will appear on + form view.

+
+
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+ +
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+ Please enter the details which you want to + display the screen. + You can select different field type for + fields.Then Click + "Create" button. Then You can see the + corresponding field + in the screen.

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+ The Newly created field will be generated + and that will be + visible in the CRM view.

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+ +
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+ The Newly created field can be deleted from + CRM view.

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+ +
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+ Select the Fields need to be deleted.

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+ +
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+ Delete option in Action Button.

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+ +
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+ Click Delete for the confirmation.

+
+
+
+
+
+
+
    +
  • + Drag and drop + the dynamic snippet from the website. +
  • +
  • + You can view all + featured brands in a carousel. Click on a brand + for viewing its products. +
  • +
+
+
+
+
+
+
Version + 17.0.1.0.0|Released on:2st April 2024 +
+

+ Initial Commit for CRM Dynamic Fields

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+ Need + Help? +

Got + questions or need help? Get in touch.

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+ + + + + + diff --git a/crm_dynamic_fields/views/crm_lead_views.xml b/crm_dynamic_fields/views/crm_lead_views.xml new file mode 100644 index 000000000..62703b76e --- /dev/null +++ b/crm_dynamic_fields/views/crm_lead_views.xml @@ -0,0 +1,22 @@ + + + + + crm.lead.view.form.inherit.crm.dynamic.fields + crm.lead + + + +
+
+
+
+
diff --git a/crm_dynamic_fields/views/ir_model_fields_views.xml b/crm_dynamic_fields/views/ir_model_fields_views.xml new file mode 100644 index 000000000..8ee969f41 --- /dev/null +++ b/crm_dynamic_fields/views/ir_model_fields_views.xml @@ -0,0 +1,17 @@ + + + + + ir.model.fields.view.search.inherit.crm.dynamic.fields + ir.model.fields + + + + + + + + + diff --git a/crm_dynamic_fields/wizard/__init__.py b/crm_dynamic_fields/wizard/__init__.py new file mode 100644 index 000000000..877e9cef8 --- /dev/null +++ b/crm_dynamic_fields/wizard/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Ayana KP () +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import crm_dynamic_fields diff --git a/crm_dynamic_fields/wizard/crm_dynamic_fields.py b/crm_dynamic_fields/wizard/crm_dynamic_fields.py new file mode 100644 index 000000000..7b9dc1942 --- /dev/null +++ b/crm_dynamic_fields/wizard/crm_dynamic_fields.py @@ -0,0 +1,265 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Ayana KP () +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +import xml.etree.ElementTree as xee +from bs4 import BeautifulSoup +from odoo import api, fields, models, _ + + +class CRMDynamicFields(models.TransientModel): + """Creating new transient model for the wizard from""" + _name = 'crm.dynamic.fields' + _description = 'CRM Dynamic Fields' + _inherit = ['ir.model.fields'] + + form_view_id = fields.Many2one('ir.ui.view', string="Form View ID", + help="Select the view to be used as" + "the form view for this field.") + + @api.model + def get_possible_field_types(self): + """Return all available field types other than + 'one2many' and 'reference' fields.""" + field_list = sorted((key, key) for key in fields.MetaField.by_type) + field_list.remove(('one2many', 'one2many')) + field_list.remove(('reference', 'reference')) + return field_list + + def set_domain(self): + """Return the fields that are currently present in the form""" + view_id = self.env.ref('crm.crm_lead_view_form') + view_arch = str(view_id.arch_base) + doc = xee.fromstring(view_arch) + field_list_1 = [tag.attrib['name'] for tag in doc.findall('.//field') + if 'invisible' not in tag.attrib and 'attrs' + not in tag.attrib] + model_id = self.env['ir.model'].sudo().search( + [('model', '=', 'crm.lead')]) + return [('model_id', '=', model_id.id), ('state', '=', 'base'), + ('name', 'in', field_list_1)] + + def _set_default(self): + """setting the default model""" + model_id = self.env['ir.model'].sudo().search( + [('model', '=', 'crm.lead')]) + return [('id', '=', model_id.id)] + + position_field_id = fields.Many2one('ir.model.fields', + string='Field Name', + domain=set_domain, required=True, + help="Select the field that will " + "determine the position of" + " the custom field.") + position = fields.Selection([('before', 'Before'), + ('after', 'After')], + string='Position in Backend', + required=True, help="Position of field") + model_id = fields.Many2one('ir.model', string='Model', + required=True, + index=True, ondelete='cascade', + help="The models this field belongs to", + domain=_set_default) + ref_model_id = fields.Many2one('ir.model', string='Model', + index=True, + help="This field is used to specify the " + "model that the dynamic field will be " + "associated with.") + selection_field = fields.Char(string="Selection Options", + help='Enter selection value') + rel_field_id = fields.Many2one('ir.model.fields', + string='Related Field', + help='Related field') + field_type = fields.Selection(selection='get_possible_field_types', + string='Field Type', required=True, + help='The type of field that will be ' + 'created for this dynamic field.' + 'This field is required and must be ' + 'set to one of the possible' + 'field types returned by the ' + '"get_possible_field_types" method.') + ttype = fields.Selection(string="Field Type", related='field_type', + help='The type of field that this dynamic field ' + 'corresponds to.') + widget_id = fields.Many2one('crm.field.widgets', string='Widget', + help='Select widget') + # Already existing field. + groups = fields.Many2many('res.groups', + 'product_dynamic_fields_group_rel', + 'field_id', 'group_id', + help='The security groups that have access to ' + 'this dynamic field.') + extra_features = fields.Boolean(string="Show Extra Properties", + help="A boolean field that determines " + "whether to display extra properties " + "for this dynamic field in the user " + "interface") + + def action_create_fields(self): + """ Creates a new custom field for the project.project model and adds + it to the project form view.""" + self.env['ir.model.fields'].sudo().create( + {'name': self.name, + 'field_description': self.field_description, + 'model_id': self.model_id.id, + 'ttype': self.field_type, + 'relation': self.ref_model_id.model, + 'required': self.required, + 'index': self.index, + 'store': self.store, + 'help': self.help, + 'readonly': self.readonly, + 'selection': self.selection_field, + 'copied': self.copied, + 'is_dynamic': True + }) + inherit_id = self.env.ref('crm.crm_lead_view_form') + view_id = self.env.ref('crm.crm_lead_view_form') + view_arch = str(view_id.arch_base) + soup = BeautifulSoup(view_arch, 'html.parser') + fields_all = soup.find_all('field', + attrs={"name": self.position_field_id.name}) + for field in fields_all: + if field.parent.name == "div": + parent_div = field.parent + class_name_string = ' '.join(parent_div['class']) + if self.position == 'before': + if self.widget_id: + arch_base = _('' + '' + '' + '').format( + self.position_field_id.name, self.position, + self.name, + self.widget_id.name) + else: + arch_base = ('' + '' + '' + '').format( + self.position_field_id.name, + self.position, self.name) + else: + if self.widget_id: + arch_base = _('' + '' + '
' + '' + '
' + '
').format( + class_name_string, self.position, + self.name, + self.widget_id.name) + else: + arch_base = ('' + '' + '
' + '' + '
' + '
').format(class_name_string, + self.position, + self.name) + else: + arch_base = _('' + '' + '' + '' + '' + '') % ( + self.position_field_id.name, self.position, + self.name) + if self.widget_id: + arch_base = _('' + '' + '' + '' + '' + '') % ( + self.position_field_id.name, self.position, + self.name, + self.widget_id.name) + if self.position_field_id.name == 'partner_id': + arch_base = ( + f"""""") + if self.widget_id: + arch_base = ( + f"""""") + self.form_view_id = self.env['ir.ui.view'].sudo().create( + { + 'name': 'crm.dynamic.fields', + 'type': 'form', + 'model': 'crm.lead', + 'mode': 'extension', + 'inherit_id': inherit_id.id, + 'arch_base': arch_base, + 'active': True, + }) + return { + 'type': 'ir.actions.client', + 'tag': 'reload', + } + + @api.depends('field_type') + @api.onchange('field_type') + def onchange_field_type(self): + """ This method is triggered when the field_type field is changed. + It updates the domain of the widget field based on the + selected field_type.""" + if self.field_type: + if self.field_type == 'binary': + return {'domain': {'widget_id': [('name', '=', 'image')]}} + elif self.field_type == 'many2many': + return {'domain': { + 'widget_id': [ + ('name', 'in', ['many2many_tags', 'binary'])]}} + elif self.field_type == 'selection': + return {'domain': { + 'widget_id': [('name', 'in', ['radio', 'priority'])]}} + elif self.field_type == 'float': + return {'domain': {'widget_id': [('name', '=', 'monetary')]}} + elif self.field_type == 'many2one': + return {'domain': {'widget_id': [('name', '=', 'selection')]}} + elif self.field_type == 'Boolean': + return {'domain': {'widget_id': [('name', '=', 'checkbox')]}} + else: + return {'domain': {'widget_id': [('id', '=', False)]}} + return {'domain': {'widget_id': [('id', '=', False)]}} + + def unlink(self): + """Overrides the default 'unlink' method of the + 'CRMDynamicFields' model to perform custom deletion logic.""" + if self.form_view_id: + self.form_view_id.active = False + for field in self: + if field.ttype == 'many2many': + field: [(5, 0, 0)] + else: + query = """delete FROM ir_model_fields WHERE name = %s""" + self.env.cr.execute(query, [field.name]) + return super(CRMDynamicFields, self).unlink() diff --git a/crm_dynamic_fields/wizard/crm_dynamic_fields_views.xml b/crm_dynamic_fields/wizard/crm_dynamic_fields_views.xml new file mode 100644 index 000000000..931bf6c81 --- /dev/null +++ b/crm_dynamic_fields/wizard/crm_dynamic_fields_views.xml @@ -0,0 +1,105 @@ + + + + + crm.dynamic.fields.view.form + crm.dynamic.fields + +
+ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
+
+
+
+
+ + + Create Custom Fields + crm.dynamic.fields + form + + new + + + + crm.dynamic.fields.view.tree + crm.dynamic.fields + + + + + + + + + + + Delete Custom Fields + crm.dynamic.fields + tree + + +

Delete created custom + fields +

+
+
+ + +