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Kanban Search Panel

Project description

With Odoo version 13 a new feature is added which allows kanban views to be extended by a search panel. This can be defined via XML and is then automatically added to the view. With this module the function is ported back to version 12.

Installation

To install this module, you need to:

Download the module and add it to your Odoo addons folder. Afterward, log on to your Odoo server and go to the Apps menu. Trigger the debug mode and update the list by clicking on the “Update Apps List” link. Now install the module by clicking on the install button.

Another way to install this module is via the package management for Python (PyPI).

To install our modules using the package manager make sure odoo-autodiscover is installed correctly. Then open a console and install the module by entering the following command:

pip install --extra-index-url https://nexus.mukit.at/repository/odoo/simple <module>

The module name consists of the Odoo version and the module name, where underscores are replaced by a dash.

Module:

odoo<version>-addon-<module_name>

Example:

sudo -H pip3 install --extra-index-url https://nexus.mukit.at/repository/odoo/simple odoo11-addon-muk-utils

Once the installation has been successfully completed, the app is already in the correct folder. Log on to your Odoo server and go to the Apps menu. Trigger the debug mode and update the list by clicking on the “Update Apps List” link. Now install the module by clicking on the install button.

The biggest advantage of this variant is that you can now also update the app using the “pip” command. To do this, enter the following command in your console:

pip install --upgrade --extra-index-url https://nexus.mukit.at/repository/odoo/simple <module>

When the process is finished, restart your server and update the application in Odoo. The steps are the same as for the installation only the button has changed from “Install” to “Upgrade”.

You can also view available Apps directly in our repository and find a more detailed installation guide on our website.

For modules licensed under OPL-1, you will receive access data when you purchase the module. If the modules were not purchased directly from MuK IT please contact our support (support@mukit.at) with a confirmation of purchase to receive the corresponding access data.

Upgrade

To upgrade this module, you need to:

Download the module and add it to your Odoo addons folder. Restart the server and log on to your Odoo server. Select the Apps menu and upgrade the module by clicking on the upgrade button.

If you installed the module using the “pip” command, you can also update the module in the same way. Just type the following command into the console:

pip install --upgrade --extra-index-url https://nexus.mukit.at/repository/odoo/simple <module>

When the process is finished, restart your server and update the application in Odoo, just like you would normally.

Configuration

No additional configuration is needed to use this module.

Usage

This tool allows to quickly filter data on the basis of given fields. The fields are specified as direct children of the searchpanel with tag name field, and the following attributes:

  • name (mandatory) the name of the field to filter on
  • select determines the behavior and display.
  • groups: restricts to specific users
  • string: determines the label to display
  • icon: specifies which icon is used
  • color: determines the icon color

Possible values for the select attribute are

  • one (default) at most one value can be selected. Supported field types are many2one and selection.
  • multi several values can be selected (checkboxes). Supported field types are many2one, many2many and selection.

Additional optional attributes are available in the multi case:

  • domain: determines conditions that the comodel records have to satisfy.

A domain might be used to express a dependency on another field (with select=”one”) of the search panel. Consider

<searchpanel>
  <field name="department_id"/>
  <field name="manager_id" select="multi" domain="[('department_id', '=', department_id)]"/>
<searchpanel/>

In the above example, the range of values for manager_id (manager names) available at screen will depend on the value currently selected for the field department_id.

  • groupby: field name of the comodel (only available for many2one and many2many fields). Values will be grouped by that field.
  • disable_counters: default is false. If set to true the counters won’t be computed.

This feature has been implemented in case performances would be too bad.

Another way to solve performance issues is to properly override the search_panel_select_multi_range method.

Credits

Contributors

Images

Some pictures are based on or inspired by the icon set of Font Awesome:

Projects

Parts of the module are based on or inspired by:

Author & Maintainer

This module is maintained by the MuK IT GmbH.

MuK IT is an Austrian company specialized in customizing and extending Odoo. We develop custom solutions for your individual needs to help you focus on your strength and expertise to grow your business.

If you want to get in touch please contact us via mail (sale@mukit.at) or visit our website (https://mukit.at).

Project details


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